How to: Create Contacts as Customers, Vendors, or Bank Accounts

You may want to record some of your contacts as customers, vendors, or bank accounts.

Before you can record the contacts, you must specify a business relation code for bank accounts, customers, or vendors in the Marketing Setup window, and you must specify a number series for customers or vendors in the Sales & Receivables Setup window.

To create a contact as a customer, vendor, or bank account

1. In the Search box, enter Contacts, and then choose the related link.

2. Select the contact you want to create as a customer, vendor, or bank account.

3. On the Actions tab, in the Functions group, choose Create As, and then choose either Customer, Vendor, or Bank.

4. Confirm the subsequent message.

The contact information is transferred from the Contact card to the Bank Account card, the Customer card, or the Vendor card. You may want to add specific information to each of the cards, such as invoicing and payment details.

See Also

Tasks

How to: Link Contacts to Existing Customers
How to: Link Contacts to Existing Vendors
How to: Link Contacts to Existing Bank Accounts
How to: Assign Business Relations

Concepts

Synchronizing Contacts with Customers, Vendors and Bank Accounts