Monday, March 25, 2019

Key differences between Individuals and Companies

When users create a Customer, Partner, Vendor or Other Name record, choose whether this record is for a Company or an Individual in the Type field. The selection determines which information is recorded on this page.


Records for individuals:


1. Do not have Contacts sub-tabs.

2. Include Title, First and Last Name fields.

3. Have an optional Company Name field.

4. Have other fields specific to Individuals such as Job Title.



Records for companies:


1. Have a mandatory Company Name field.

2. Have a Contacts sub-tab.

3. Have other fields appropriate for companies such as Web Address.


Users can choose whether customer records are created as Individuals or Companies by default at Setup > Company > General Preferences in the Default Customer Type field. This preference is set to Company by default.

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