People Overview

SuiteFlow accommodates both business-to-business and business-to-person needs. However … “Everything begins with the Person.”

A Person Linked to an Organization
An Organization is simply a grouping of People. An Organization MUST have at least one Person linked. Therefore, to create an Organization first create a Person, then create the Organization from the new Person screen. If you don’t have an actual Person to enter, no problem, enter the Person as “Sales” or “Receptionist” (etc.) in the Last Name field. 

A Person NOT Linked to an Organization (”Individual”)
A Person can be entered as an “individual” (not linked to an Organization). Simply enter the Person and leave any Organization fields blank. 

Here’s the SuiteFlow logic … a Person entry allows you to track your relationship with that Person. If the Person is linked to an Organization, then you’re probably tracking your relationship with that Person based upon their role within the Organization (the Title field). For example, if John Smith is the sales manager for ABC, Inc., then the Activity you create when dealing with John is related to his role as the sales manager. If John leaves ABC, Inc. and is replaced by Judy Jones, don’t create a new record for Judy Jones. Instead replace John Smith’s name with “Judy Jones” in the sales manager (Title field) Person record. All the Activity you created with John will still have his name displayed. All new Activity will have Judy’s name displayed.

If Judy Jones works with another Organization with whom you interact, create another Person record for Judy with that other Organization. Yes, Judy will be listed twice, but only because you have multiple relationships with her.

If a Person is linked to an Organization, then all Orders placed by that Person will be linked to the Ledger of the Organization and no Ledger will be maintained for the Person. An “Individual” Person has their own Ledger.