Linking Client and Vendor Records
If you manage both client and vendor/consultant records, you can either use one Info Center to maintain both client and vendor information or link client and vendor records together to share data.
Use One Info Center
- New CRM users who want to take advantage of this feature can enter firm data in the Client Info Center only and use Security Configuration to disable the Vendor Info Center for all roles.
- Existing CRM users who want to combine data from the two info centers, but who already have records entered in both, must:
- Use to add all vendor records to the Client Info Center, then
- Use to disable the Vendor Info Center for all roles.
Link Info Center Records
If you use Vision Accounting, or Vision Accounting and Vision CRM together, you must maintain separate records in the Client and Vendor Info Centers. This gives Vision the ability to associate client records with billings and use vendor records to process payments.
However, you can use the Create Client From Vendor feature to link client and vendor records together and maintain similar information.
- Marketing develops a relationship with a prospective consultant as part of a new opportunity team. Marketing creates a client record for the consultant.
- The project is awarded.
- Accounting needs to pay the consultant as a vendor.
Vision Resource Planning Users
If you use Resource Planning, you must set up clients and vendors separately. The Planning application uses Vendor Info Center records for budgeting consultants and expenses.