Synchronizing Contacts with Customers, Vendors and Bank Accounts

If some of your contacts are also customers, vendors, or bank accounts, you can synchronize their contact cards with their customer cards, vendor cards, or bank account cards.

Before you can synchronize your contacts with customers, vendors, or bank accounts, you must specify a business relation code for customers, vendors, and bank accounts in the Marketing Setup window on the Synchronization FastTab.

How to Synchronize Contacts with Customers, Vendors and Bank Accounts

You can synchronize your contacts with customers, vendors, or bank accounts by three methods:

• Link contacts with existing customers, vendors, or bank accounts from the contact card.

  For more information, see How to: Link Contacts to Existing Customers.

• Create contacts as customers, vendors, or bank accounts from the contact card (to do this, you must specify a number series for customers, vendors, and/or bank accounts).

  For more information, see How to: Create Contacts as Customers, Vendors, or Bank Accounts

• Create contacts from customers, vendors or bank accounts.

  For more information, see How to: Create Contacts from Customers, Vendors, or Bank Accounts

Consequences

When the contact card is synchronized with the customer card, vendor card, bank account card:

• You only have to update information in one place. For example, if you modify the phone number on the contact card, the phone number is automatically updated with the same modification on the customer card, the vendor card, or the bank account card.

• If you have specified a number series for contacts, when you create a customer card, a vendor card, or a bank account card, a contact card is automatically created for the customer, vendor or bank account.

• You can create sales quotes and orders, and purchase quotes and orders from the contact card.

• You can have your interactions recorded when you perform actions in Microsoft Dynamics NAV, such as printing orders, blanket orders, creating sales service orders, sending e-mails, and so on.

• If you delete a contact linked to a customer, vendor or bank account, only the contact card is removed. The customer card, vendor card, or bank account card remains.

• If you delete a customer, vendor, bank account linked to a contact, the contact card remains.

See About Marketing Setup for more information.

Note

Some details, such as invoicing and posting details, do not appear on the contact card. Therefore, you may want to add them manually on the customer card, vendor card, or bank account card when you create contacts as customers, vendors or bank accounts.

See Also

Tasks

How to: Assign Business Relations
How to: Set Up Business Relations