Allow integration to AR/AP at the Person level in CRM. Many times a Person in CRM relates to the AR Customer or AP Vendor. In CRM you have to create a Company to hold the Person and integrate at the Company level.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
Agreed - another Sage CRM short fall!!
Yes please, this is often a requirement and the only workaround is to create a company to represent a person. If you have companies as customers and normal (non customer) persons it gets messy. Ideally we would have a flag at the system level to allow person records as customers: Yes/No.