Could create a company in both Customer and vendor type
if you working with a company as both vendor and customers type , it very useful when you create a contact and there is an option to choose both vendor and customer
Anonymous
shared this idea
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Anonymous
commented
agreed.
A customer sent me an invoice for something. CUrrently it seems I have to create a completely new vendor, then link the customer to the vendor. Lots of fields to copy. not a good use of time. make this trivial, please. -
Krishna Reddy
commented
Yes, this is really helpful. We have customers who are also vendors
We think this option is very important to us.
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Paul
commented
I agree, it would be a nice feature as I have several clients who are both Customer and Vendors, as in they supply to me and I also supply to them
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Anonymous
commented
I also need this as a feature. The work around solution provided by Zoho (creating an adjustment account) is really messy. I have a lot of clients, which are also vendors - it really depends on project type. Sometimes I hire them. Other times they would hire me. For me this is a must!