Combined Client and Vendor Info Centers

You can share data between the Client and Vendor Info Centers and streamline their information in a central location.

You can use a single, combined Info Center to maintain all client and vendor information, or keep the Info Centers separate and then link client and vendor records together to share the data.

If You Use Vision CRM Only

If you use Vision CRM but do not use the Accounting application, you can merge the Client and Vendor Info Centers in one central location. This single Info Center can track all firms with which you interact. In this case, you can name the single Info Center “Firms,” enter all client and vendor data in this one location, and eliminate the need to maintain the data in two separate Info Centers.

• New CRM users who want to take advantage of this feature can use the Vision implementation process, which includes entering firm data in the Client Info Center only. 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 already have records entered in both Info Centers, must use the Create Client from Vendor utility to add the vendor records to the Client Info Center. Use Security Configuration to disable the Vendor Info Center for all roles.

If You Use Vision Accounting

If you use Vision Accounting, with or without Vision CRM, you must maintain separate records in the Client and Vendor Info Centers. This gives Vision the ability to associate client records with billing and use vendor records to process payments.

However, you can link the client and vendor records and maintain similar information. You can also use the Create Vendor from Client function to create a new vendor record with data from existing client records. This reduces the need to enter duplicate information in multiple places within the database.

If You Use Vision Planning

If you use Vision Planning, you must set up clients and vendors separately. Planning utilizes the Vendor Info Center for budgeting consultants and expenses.