Using Synergy for most customers is through a Business to Business (B2B) relationship. The Natural Person (or Person) extends Synergy to a Business to Consumer (B2C) usage.
This functionality allows an Account to be:
> Linked to Multiple Accounts (Companies)
> Registered as a Prospect, Customer or Supplier
> A Debtor and a Creditor
This functionality may become useful if your track independent contractors such as consultants and they work for multiple companies in your database. You may also use this option, if you are running support calls in your organization and dealing with the consumenrs instead of corporations.
In viewing accounts, you can select under the “Account: Type” option, either searching for Company or Person or both.
Speak with your Synergy Consultant to find out more information on this type of Account.