Person customers

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Posted on by jstockton

My clients are real estate agents affiliated with a brokerage (company). I need to set up each agent as an individual customer rather than the brokerage. The agents may have different contact information from their brokerage.

1.Should I create a contact of type Company for the brokerage, then create a contact of type Person for each agent, linking the Company contact to the Personcontact?

2.When setting up customers, my customers are individuals (agents), not companies. I considered creating a customer record for each agent as a Person and linking it to their Person contact. However, I noticed that only Company contacts appear in the contact drop-down list on the customer card, and Person contacts are not shown.

How should I proceed to correctly set up customers in this scenario?

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PRao 131 on at

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Person customers

Hello,

I believe your problem you can be address with following steps and create the customer card

1. Create Customer template where you can specify the Contact type : Person (BC have already defined this in evaluation setup company )you may refer from there.

2. When you are creating new customer select this template.

3. Change Tax identification type : Natural Person (As per your requirement )

4. Yu may change the value in "Copy Sell-to Addr. to Qte From"

5. Create contact manually as a person and specify in customer card manually.

I hope this will work for you.

Thanks & Regards,
Priyaranjan