Data Entry Layout to Client/ Vendor Layout
Question...Not sure I'm heading in the right direction and hoping for some help. I wanted to create a data entry "people" Layout that would then work with other layouts (client/ vendor)I have a "custom field" drop down box in my "people" layout that allows you to choose which this person is (Vendor or Client).
Is there a way to assign them either a client ID or a vendor ID based on this choice? Next I would need to have the info update into the corresponding layouts...Client and Vendor...any ideas? Is this the best way to have this work?