Create Vendor Record from Customer Record and Vice Versa

Scenario

User creates the Vendor record from the Customer record and vice versa.

Solution

1. Navigate to Lists > Relationships > Customers or Vendors
2. Click Edit on the Customer or Vendor record
3. Click Relationships tab
4. At the Other Relationships field, click the icon (+)
   Note: A popup box appears for the Type of Other Relationships.
   
5. Select Vendor or Customer
6. Click Save