I have some contacts who are both customers and suppliers. Do I need to enter them twice?
Customers and suppliers can now be entered as both a customer and a supplier at the same time.
If you have a customer that is also a supplier you can enter the details at the same time.
Step 1
Step 2
Select Add
Step 3
Click on the Basic Details tab, then under Type select Both.
Contacts which are recorded as both suppliers and customers will be highlighted in green and will have B listed under S/C as seen below
Suppliers will be highlighted blue and Customers will be highlighted red.