Bus. Rel. Code for Bank Accs. Field, Marketing Setup Table
Specifies the business relation code that identifies that a contact is also a bank account.
If you enter a code in this field, the program will synchronize the bank account card and the contact card. This means you only have to update information in one place (either the contact card or the bank account card). When you create contacts from bank accounts, the program automatically assigns the business relation for bank accounts to these new contacts.
Tip
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Parent Tables
| Table | Location |
|---|---|
| Marketing Setup Table | Relationship Management |
| Marketing Setup Table | Relationship Management |
See Also
Other Resources
General Marketing Setup
Marketing
Synchronizing Contacts with Customers, Vendors and Bank Accounts