You may want to record some of your contacts as customers, vendors, or bank accounts.
Before you can record the contacts, you must specify a business relation code for bank accounts, customers, or vendors in the 
Marketing Setup window, and you must specify a number series for customers or vendors in the Sales & Receivables Setup window.
To create a contact as a customer, vendor, or bank account
In the Search box, enter Contacts, and then choose the related link.
Select the contact you want to create as a customer, vendor, or bank account.
On the Actions tab, in the Functions group, choose Create As, 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.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |