Create Client from Vendor Utility

The Create Client from Vendor utility configures Vendor Info Center records for automatic conversion into records for the Client Info Center. This is useful if you want to merge data in the two Info Centers.

Related Topics:

  • How to...
    When you create a vendor record from a client record, you need to check for possible duplicates.
  • Fields and Options
    You create a vendor record from a client record in Utilities.
Parent Topic: Advanced Utilities Overview