Client wanted to convert all contact name in Customer Card in to a Contact for CRM purposes. I investigated the code that links both in Customer Card page. Confused a bit.
There is no mention of customer no in the Contact table. So, Email address or Mobile Number is used to link them both? Is there any other way to establish the link via standard methods? Want to read more about this relationships. New to this area.
Other than customizing to include CustomerNo.
"A bove maiore discit arare minor"-"From the old ox, the young one learns to plow."
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Answers
There is a standard nav report you can run, 5195 "Create Conts. from Customers"