If you have created both a Contact card and a Vendor card for the same company, you may want to link the two cards.

When a Contact card is linked to a Vendor card, the information common to the two cards can be synchronized. To allow this, you must specify a business relation code for vendors in the Shortcut iconMarketing Setup window.

To link contacts with existing vendors

  1. In the Search box, enter Contacts, and then choose the related link.

  2. Select the contact you want to link to a vendor.

  3. On the Actions tab, in the Functions group, choose Link with existing, and then choose Vendor. The Vendor Link window opens.

  4. In the Vendor No. field, select the relevant vendor, and choose the OK button.

  5. In Current Master Fields, select whether you want the vendor information or the contact information to be the primary source of information in case of a conflict.

  6. In the Vendor Link window, choose the OK button to create the link.

Note
In Current Master Fields, you specify which fields should be used to prioritize in case there is conflicting information in fields common to the contact card and vendor card. For example, if the address is different from one card to the other, you can decide, by selecting Contact, to use the information on the Contact card.

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