Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
Frequent Explorer *

Re: How to Create Accounts for Vendors Who are Also Customers

From the left menu, select Sales.

    • Select Customers/Clients.
    • Select a customer to open the customer page.
    • On the Customer Details tab, select Edit to open the Customer information window.
    • Clear the Use display name checkbox.