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Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
  • Neil Lammond
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Neil, After consideration with the development team it was decided that such functionality should be included within a CRM system and not a bookkeeping software. We would therefore recommend using a trusted integration such as salesforce or ZohoCRM to allow this?
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