is there any way to - using standard functionality...
# administrationv
Vtor
10/01/2020, 4:33 PMis there any way to - using standard functionality - put a vendor onto a case the way you would with individuals/customers? i have an end user insisting this should be standard functionality but i cant really see how or why. if they have our product i figured they SHOULD be also entered as a customer
k
KevinJ of Kansas
10/01/2020, 6:36 PMI can't see how that would be native - that said adding a custom field to associate it to a vendor should be really easy.
v
Vtor
10/01/2020, 6:38 PMyeah. it's a really easy custom solution but it's just weird to me lol
Vtor
10/01/2020, 6:39 PMto me, they're sending product to our vendor they should just set them up as a customer and use that. but adding the field is easy enough too. we'll see what happens i guess 🙂
k
KevinJ of Kansas
10/01/2020, 9:00 PMI mean, it depends on how you need to account for it.
KevinJ of Kansas
10/01/2020, 9:00 PMIf it's essentially a vendor return - nah, I'm not booking it that way but if it's sales? Yeah, belongs as a customer
3 Views