Vendor Fields Mapped to Client Fields

When you create a new vendor record from an existing client record, Vision copies data from the client record to the new vendor record, mapping tabs and fields as necessary. After you create the new vendor record, changes to a field are automatically reflected in the corresponding field in the client record.

The following Client Info Center tabs and fields... Map to these tabs and fields in the new Vendor Info Center record...

General Tab

General Tab

Client Name Vendor Name
Addresses Addresses (All addresses)
Phone Phone
Web Site Web Site
Status Status

Additional Info Tab

Specialty Specialty
Minority Status Minority Status
Description Speciality Description
Prior Work Prior Work
Recommend Recommend