Anyone know how an Employee Record was able to be ...
# generald
David Hayden
03/26/2021, 9:00 PMAnyone know how an Employee Record was able to be linked to a Vendor Record?
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April Wu
03/27/2021, 2:05 AMLog in as Admin > Customization > Lists, Records & fields > Entity fields > New
• Label would be how you want to call the field, eg. Assigned Purchaser/Negotiator
• Type=List/record
• List/Record=Employee
• Apply to: check "Vendor"
• Display tab > subtab - this is where you want the field to show up on the vendor form/record
• Save
If you have custom forms might need to make sure the new field is showing. You can also move the field around by editing the form.
April Wu
03/27/2021, 2:10 AMOnce the field is created, you can do a csv import to map the employee into that field for existing vendors
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