Use the
Vendor Info Center to enter and manage information about the
vendors and consultants that your company uses to purchase materials and services.
Related topics:
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.
Linked
Client and
Vendor Fields
When you link a
Vendor and a
client record, changes made to certain fields update between the two Info Centers.
Client or
Vendor Aliases
You can enter aliases for a
client or a
vendor. For example, you can specify abbreviated versions of the
client's or
vendor's legal name, acronyms for the name, or alternate spellings of the name.
Vendor Fields Mapped to
Client Fields
When you create a new
vendor record from an existing
client record,
Ajera CRM 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.
Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Screens
Use Info Center screens and dialog boxes to create and work with records
