Records as Multiple Types
You can save any entity record as another type of record. This enables you to track companies and individuals that have multiple relationships with your company. For example, a vendor might also be a customer or a partner.
This capability is available on customer, partner, vendor, and other name records.
To save a record as another type:
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Edit the existing record.
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Click the Relationships subtab.
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Click the Plus icon below the Other Relationships field.
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Select the other entity records you want to create.
Hold Ctrl and make your selections to create more than one other type of records.
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Click Save.
When you update one record, it updates all related records. The two exceptions to this are the Category and Print Check As fields.
The sublist on the category field changes according to the entity record you view. In Vendor records this list is taken from those set up in Accounting Lists. See Setup > Accounting > Accounting Lists. For categories in Partner records, the list is taken from CRM Lists. See Setup > Sales > CRM Lists.
You can automatically create a contact record for employee or customer records. It is important to note that the contact record will share the same internal ID as the original record. To enable this setting in your account, go to Setup > Company > General Preferences.
The Print Check As field is not updated automatically. This is due to use cases where the organization may want to distinguish the payee for account posting purposes.