If some of your contacts are also customers, vendors and/or bank accounts, you can synchronize their contact cards with their customer cards, vendor cards, and/or bank account cards.
Before you can synchronize your contacts with customers, vendors and/or bank accounts, you must specify a business relation code for customers, vendors and bank accounts in the Relationship Management Setup window.
You can synchronize your contacts with customers, vendors and/or bank accounts by:
linking contacts with existing customers, vendors, and/or bank accounts from the contact card.
creating contacts as customers, vendors, and/or bank accounts from the contact card (to do this, you must specify a number series for customers, vendors, and/or bank accounts).
creating contacts from customers, vendors and/or bank accounts.
When the contact card is synchronized with the customer card, vendor card, and/or 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 program will automatically make the same modification on the customer card, the vendor card, and/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, the program automatically creates a contact card 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 the program record interactions when you perform actions in Navision, 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 and/or bank, only the contact card is removed from the program. The customer card, vendor card, and/or bank account card remains in the program.
if you delete a customer, vendor, and/or bank account linked to a contact, the contact card remains in the program.
Some details such as invoicing and posting details don't appear on the contact card, and 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.