How can we create a customer as vendor or vice-versa? regrds Rajan
Hello Rajan the only way is to use the relation management and create a contact from a customer and you can use this contact to create a vendor from it. (and vice versa). Attention , the information is synchronized if you modify either the customer, vendor or contact ! For using the Relation management you need the license for it. Harry
Or by using code… modifying the onInsert trigger on both tables to create the customer/vendor associated keeping the same number and/or having a field for relating both records.