Keep customer and vendor records useful

Use the right page#

Customers now has a real priority queue#

The customer directory can filter by:

• lifecycle state: lead, prospect, active, suspended, archived, blacklisted
• account state: linked, invited, unlinked
• sort: largest open balance, most recent activity, name A-Z

The priority queue pushes up customers with stale activity, open balances, missing account links, or restricted lifecycle states.

Vendors are more than a name and phone number#

The vendor flow now supports:

• search and status filters
• draft, active, and archived vendor states
• payment terms
• contact name, email, and phone
• remit-to address
• duplicate checks while you create the record
• activation and archive controls from vendor details

Draft and archived vendors keep their existing bills, purchase orders, payments, documents, and history, but they cannot receive a new bill or purchase order until they are active again.

If the vendor should receive bills or payments, fill the remit-to and terms before the first transaction depends on them.

Use Relationships when the issue is bigger than one record#

Open Relationships when you need:

• linked entity health
• recent transaction context
• cash-position context
• top customers by balance and recency
• top vendors by payables and activity

For vendor work, the relationship view also supports vendor status filters and payable-focused sorting.

When to leave these pages#

• Open Customers > Sync log when the real issue is connector or bank-feed health.
• Open Accounting when the follow-up is now collections, payables, or reconciliation work.
• Open Documents when the next step is a contract, signature request, or stored file.