NAV 2018 - How Customer and Contact are linked?
slmaluwa
Member Posts: 366
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.
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."
0
Best Answers
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If you don't want to link them by CustomerNo which needs customising on Contact table, you can adopt the current linkage using Email or Mobile as these are also unique to each Customer.5
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They are linked by table 5054 "Contact Business Relation",
There is a standard nav report you can run, 5195 "Create Conts. from Customers"5
Answers
-
If you don't want to link them by CustomerNo which needs customising on Contact table, you can adopt the current linkage using Email or Mobile as these are also unique to each Customer.5
-
They are linked by table 5054 "Contact Business Relation",
There is a standard nav report you can run, 5195 "Create Conts. from Customers"5
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