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Vendor Database

We have all of our customers listed, with all of their info, as a database in Clarizen for easy access and creation.  How can we do the same with our Vendors?  We are looking to set up a vendor database that we can control invoicing and looking to Clarizen as a one source instrument.  

Can you advise?  


Daniel Answered

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One idea is to use Customers with a custom field to indicate that they are Vendors. However, I would talk to your CSM or PS Consultant to discuss the best way to do this for your specific use case.

Josh Santos 1 vote
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