Primary Contact No

Business Central/NAV User Forum
1

Hi All,
I am a new-bee to Navision.I am trying to learn Navision.Even I don’t have any document how to connect primary contact No to customer.
I read F1 , I got confused to understand.
I could not add Primary Contact No in customer Card
I created a contact in contact card with type Person
After that I am not understanding how to connect this to particular customer.
. So Could u explain How to Add primary contact No to particular customer .
Could u explain Step- By step to solve this issue. Brick wallBrick wallBrick wall
I would be very thankful if I could get as many suggestions.

Thanks and regards

2

From the contact card select Functions - Link with Existing - Customer.

Your person contact will need to be linked to a company contact record to allow this.

You need to set the business relations code in the marketing setup as well.

3

Thanks Adam Roue,

I am Very Sorry, because i could not understand u r solution.

Could u please explain what are steps i need to take.

.I have been trying to solve this issue for a couple of days. Result is nothing.

I could not understand this Business relations.

I need some baby steps to solve this

Thanks and regards

4

As i understand from your question that you want to assign a customer to a contact.

Well first go to customer card and find the customer that you want to connect. If primary contact no. field is filled with contact no., take the copy of it, if it is empty then assign the contact no. by lookup( the upward arrow beside the field), then copy (ctrl + c).

Go to contact card in question and paste the contact no. you have copied to Company no. field.

Here you go , you have just connected a contact with a customer.

I hope that this would help.

5

Thanks to every Body for u r solutions,

I created One Person Name David.

Now i want create profile to that person . But in subform of contact card no field is active.

How to create profile to particular customer.

i am expecting coll explanation from u.

thanks and regards.

6

Did you solve the first problem?

Adding profile to a contact is easy. Just go to contact card and filter the contact no. in question.

At the bottom of the card, click ‘Contact’ menu list, then click profiles. Choose profile questionnaire type on the header and answer the question in the lines by setting the ‘set’ field true or false.

You can setup your own profile questionnaire from setuping provide in Sales & Marketing->Marketing->Setup->Profile->questionnaire setup which is form number 5110.

I hope this would help

7

Hi IMRAN,

I follow u r valuable steps.

Now i got what i want.

Thanks for u r valuable suggestions.

thanks and regards.