You may want to record some of your existing contacts as customers, vendors, or bank accounts. Creating a customer, vendor, or bank account from a contact enables you use existing data. When you create a customer, vendor, or bank account this way, it is synchronized with the contact. Synchronization makes information that is common between contacts and customers, vendors, or bank account the same.
Before you can record contacts this way, you must specify a business relation code for customers, vendors, and bank accounts in the Marketing Setup window. If you will be recording contacts as bank accounts, you must also specify numbers series for bank accounts in the General Ledger Setup window.
To create a contact as a customer, vendor, or bank account
- Choose the icon, enter Contacts, and then choose the related link.
- Select the contact you want to create as a customer, vendor, or bank account.
- Choose the Create As action, and then choose either Customer, Vendor, or Bank.
- Confirm the subsequent message.
The contact information is transferred from the Contact card to the Bank Account card, the Customer card, or the Vendor card. You may want to add specific information to each of the cards, such as invoicing and payment details.
How to: Create Contact Companies
How to: Create Contact Persons
Setting Up Relationship Management
Synchronizing Contacts With Customers, Vendors, and Bank Accounts
How to: Link Contacts to Existing Customers, Vendors, or Bank Accounts
Assign Business Relations to a Contact
Working with Financials