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Thread: Vendor management

  1. #1
    moresugar is offline Member
    Join Date
    Mar 2009
    Posts
    11

    Default Vendor management

    Just wondering how other people keep track of contacts who are not clients such as vendors. I have a couple of dozen vendors that I use for a variety of different services. Any feedback is much appreciated.

    Thank you!

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Vendor management

    Hello,

    there is a Type dropdown in the Accounts module. Here you can set whether or not the account is a client, vendor etc. So you would go with the logic that any contact logged against this account is a vendor contact. If you want to be able to view this information on the contact record itself, or if you can have more than one contact type per account, you can always create a custom dropdown field for Contact type
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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