link a vendor record in Comms and Marketing to a constituent record
Vendor records should be linked to a constituent record in CRM so when an address and other details are updated in CRM they are reflected in the vendors area in communications and marketing.
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Stephen Mally
- Feb 23 2016
- Will not implement
| Organization Name (Please enter full organization name) | Bush Heritage Australia |
| Reported Version | 4.0 |
Related ideas
When you add a vendor, you cannot search to see if the vendor exists. CRM adds the vendor as a constituent, which potentially creates a duplicate record and requires the user to have to deduplicate. We believe this is not intuitive functionality in its current state.