Hi All:
Good Day!
For our company we have many customers also being a vendor, for example, let's say customer "A" with Internal ID 111 is also a vendor for us, and right now since we want to assign both "Customer" and "Vendor" to this "A", we need to go to "Relationship"- "Other Relationship" to assign it manually,
If we only have one organization to assign, that is fine, but we have more than hundreds, which is going to be pretty time consuming if we do it one by one manually, and for now I don't find a way that it can be done by "CSV" mass update, so my questions is, is there any advise that to make this process easier?
thank you very much!!