Create multiple contacts for a Vendor company

Front Page Forums Accounting Create multiple contacts for a Vendor company

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    • #6457
      vivmajor
      Participant

      Hi,
      We would like to create multiple contacts for a Vendor company.
      Possible?
      Thanks

    • #6463
      Shawon Chowdhury
      Moderator

      @vivmajor,
      Sorry, this option is not available in WP ERP/Accounting module right now.

      Thanks 🙂

    • #6465
      vivmajor
      Participant

      Thanks for your response.
      Any thoughts on how it can be accomplished? We can do the plugin coding.
      This being a basic requirement of the NetSuite – Wp ERP migration, any help would go a long way.

      Looking forward to hear from you.

    • #6470
      Shawon Chowdhury
      Moderator

      @vivmajor,
      I just have a short discussion with the development team on this topic. They confirmed me that it’s really a bit difficult right now in WP ERP to add a new option (to add contacts) under “Vendors”.

      But I have another suggestion for you. You can create several groups under “CRM -> Contacts Groups” and add multiple contacts there. For easy understanding, you can give the group name as same as the vendor name.

      This may help you. Thanks 🙂

    • #6562
      vivmajor
      Participant

      Ok, thanks.
      Shall try your suggestion.
      Regards

    • #6723
      vivmajor
      Participant

      Hi,
      I did try your suggestion. Have created multiple groups.
      But when I go to create new company only the first two groups show up.
      Although if I go to create a contact I can see all the groups in the Assign Group.
      Why this constraint?
      Thanks for your time!

    • #6724
      vivmajor
      Participant

      Oh, its ok. I just needed an update for WP ERP 🙂

    • #6766
      Shawon Chowdhury
      Moderator

      @vivmajor,
      Glad to hear that you got it working.

      Thanks for letting us know 🙂

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