We would like to be able to link our vendors with their records in CRM and create PO's, drill into existing PO's, etc.
by: Ann M. | over a year ago | Customer Mgment (CRM)
Votes
25
We would like to integrate vendors in MAS with their CRM records and have the same funcationality that we do with customers.
by: Ann M. | over a year ago | Customer Mgment (CRM)
Comments
just to add to this. I would be extremley happy if there was some integration between MAS Vendor Records and SageCRM Company Records. It seems fairly straightforward. There is already a wizard to create relationships between CRM companies from MAS A/R Companies. I would like to see the same exact thing for A/P Vendors, and the SageCRM Company record that would be related to this A/P vendor would have a company type of "Vendor".
This would enable my whole purchasing team to log communications with Vendors, and I could even create opportunites for vendors. This would be major for our company
also, yes, if a PO entity was able to be created also in the same fashion as the Quote and Order Entity, within an opportunity, that would be even tighter integration that would maximize efficiency