If you have already set up a number of bank accounts in the program, you can create contacts on the basis of the existing data.
In order to create contacts from bank accounts, you must specify a business relation code for bank accounts in the Relationship Management Setup window, and you must specify numbers series for bank accounts in the General Ledger Setup window.
Open the Create Conts. from Bank Accs. window.
On the Bank Account tab, set filters if you want to create contacts from specific bank accounts only.
Click OK to start creating contacts.
The program assigns the next contact numbers in the number series to the new contacts.
The program assigns the business relation for bank accounts specified in the Relationship Management Setup window to the newly created contacts.
The Create Contacts from Bank Accs. Batch Job
Searching for Duplicates Manually
Assigning Business Relations
Synchronizing Contacts with Customers, Vendors and Bank Accounts