RIM: Synch Customers and Vendors with Contacts

Jaana
Jaana Member Posts: 28
edited 2009-05-14 in NAV/Navision Classic Client
Hi there,

did anyone try to import Customers and Vendors with the RIM with the Relationship Management Setup Synchronisation enabled?
I did it... for all Customers and Vendors will be one Contact automatically created and linked to the Customer / Vendor. Unfortunately, the RIM doesn't synchronise the address fields into the new contact. Only if there is data in the field Contact the RIM seems to work - both the Company and the related Person Contact contain the address fields.

If you have a solution to synch the Adressfields without creating a Contact person, please let me know... By the way: When I create a Customer or Vendor manually, all address fields are copied into the Contact, so no setup problem...

Thanks for help!
Jaana

Comments

  • errorhandler
    errorhandler Member Posts: 22
    in order to have all fields available in the Contact, make sure to enable the 'Validate' field in the Migration Overview when imorting Customers/Vendors.
    Non-validated fields will not be copied form the Customer/Vendor to the related Contact
    I may not be totally perfect, but parts of me are excellent.

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