Synchronizing Contacts With Customers, Vendors, and Bank Accounts

If some of your contacts are also customers, vendors, or bank accounts, you can synchronize the contact information with the related customer, vendor, or bank account. Synchronization makes information that is common between contacts and customers, vendors, or bank account the same.

Before you can synchronize your contacts with customers, vendors, or bank accounts, you must specify a business relation code for customers, vendors, and bank accounts in the Marketing Setup window. For more information, see Set Up Marketing and Contact Management.

Different Ways to Synchronize Contacts with Customers, Vendors and Bank Accounts

You can synchronize your contacts with customers, vendors, or bank accounts by three methods:

Consequences of Synchronization

When the contact is synchronized with the customer, vendor, bank account:

Note: Some details, such as invoicing and posting details, do not appear on the contact card. Therefore, you may want to add them manually on the customer card, vendor card, or bank account card when you create contacts as customers, vendors or bank accounts.

See Also

Manage Contacts



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