SZAent's avatar
SZAent
Contributing Cover User
11 years ago
Status:
Open

Cards: Ability to make a card a customer and supplier

Hello,   As some others have said as well, i have both customers and suppliers, there should be an option to tick where a business is both. As most of the information is the same, there could jus...
Cards
BBC's avatar
BBC
Cover User
12 years ago

Hi All

 

A vast majority of my clients are both suppliers and customers, it is really annoying to have to create separate cards for each , is there anyway around this?

 

Nat

  • DuncanS's avatar
    DuncanS
    Ultimate Partner
    12 years ago

    Nat,

     

    I would recommend having seperate cards - remember the cards are only set up once.

     

     

     

     

  • Julie_B's avatar
    Julie_B
    Trusted User
    12 years ago

    Interesting idea, but then I'm thinking that the reporting could get messy.  With other versions it was easy to use the wrong card in error, so if I have a client who is a customer & supplier I often put an (S) at the end of the supplier's card name ... just in case. :)