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Separate Vendor Section

Core Web App

Would love to have a seperate vendor section where I can sync in vendor companies that don't show up in the same list as my client companies. I would also like to be able to link vendors with client companies for related items.

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  • Salmon Pickletop

    •

    Oct 24, 2023

    I agree, rather than a separate list however, at least having a view option where you can view all, Clients, Vendors, etc from above the list. I prefer one list of companies and they already have a type field.

    Similar to IT Glue we use an Asset Layout of Vendor to list vendors used by each customer and that vendor asset should have a link to the main vendor company. That way you can have one list of vendors and phone numbers, etc, with customer specific account number and contact details.

    That being said you cannot add a layout field for linking to companies.

    Todd.