Question Status

Verified
Alf1 asked a question on 14 Jun 2014 7:16 AM

I'm trying to understand the relationship between customers and contacts.  I can't seem to enter contact details for a customer unless I have first added the contact but my boss wants to reserve the 'contacts' section for contacts who are not customers.  Is there any other way of entering contact details for customers?  I hope this makes sense.  

Also do you have any links to help files related to the customers and contacts sections of NAV.

Many thanks in advance for your replies.

Alf

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Verified Answer
Aleksandar Totovic responded on 15 Jun 2014 12:28 PM

When you want to create Customer, you will first create new Contact (as Company type) and after that, create customer from this contact (using Create as Customer command).

If you want to create Contact who will be potential client (Customer or Vendor), you will open Contact as the previous way (using Company type), but not Customer for now.

If you want to create personal Contact, you will open Contact as the previous way (but using Person type this time). From this contact you cannot create Customer or Vendor, but you can add it to some company (Contact), using 'Company No.' field.

You can find more about NAV2013R2 on MSDN: msdn.microsoft.com/.../hh173988(v=nav.71).aspx (if you use some other version, you can also find it on MSDN).

But I suggest you to ask your partner about it. This question must be part of implementation process.

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Alf1 responded on 15 Jun 2014 3:30 PM

Aleksandar,

Thank you so much for your reply.  You have made it much clearer.  I have a friend who needs a little more help who will comment further.

With very good wishes and many thanks,

Alfred

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Confused responded on 15 Jun 2014 3:32 PM

Hello Aleksandar,

I am the friend. Thank you so much for your time and expertise. This program has been installed at my workplace and the explanations I have been given as to how to set up Customers/Contacts have been conflicting and confusing.

Why must a company or individual record be created in Contact before being pulled through to Customer? Please explain the step-by-step process by which this is done. What is it about placing it in Customers alone that means that it will not work? What additional functionality does placing it in Contacts as well give?

I understand that a company card can also be created in Customer, but that it must be pulled through to Contact. Why is this? Please explain the step-by-step process by which this is done.

May I also ask about pulling both individual person's record cards over from Contact to Customers? What is the exact process for doing this? Could you please let me know a step-by-step breakdown?

I'm sorry to ask such detailed information from you but I am extremely confused about the conflicting information I have been given and I need to get a good explanation of what is going on.

Thank you so very much for your help. You may possibly save my job with your reply.

Confused

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Suggested Answer
Aleksandar Totovic responded on 16 Jun 2014 12:23 AM

Contacts is central place for all clients. You have to open contact first, because you can use this contact for opening customer or/and vendors. When you open customer and vendors from the one place, you will get relation between them. This relation is important for the future work.

You can to use customers and contact independently, but it requires specific configuration in Marketing Setup. Do not do it by yourself without a your partner.

I'm not sure what license you have, but you can use contacts except for the customer creation, for many different reasons; you have complete CRM module (if you use Extended Pack license).

If you have contact as Person Type, you cannot create Customer from it.

Reply
Verified Answer
Aleksandar Totovic responded on 15 Jun 2014 12:28 PM

When you want to create Customer, you will first create new Contact (as Company type) and after that, create customer from this contact (using Create as Customer command).

If you want to create Contact who will be potential client (Customer or Vendor), you will open Contact as the previous way (using Company type), but not Customer for now.

If you want to create personal Contact, you will open Contact as the previous way (but using Person type this time). From this contact you cannot create Customer or Vendor, but you can add it to some company (Contact), using 'Company No.' field.

You can find more about NAV2013R2 on MSDN: msdn.microsoft.com/.../hh173988(v=nav.71).aspx (if you use some other version, you can also find it on MSDN).

But I suggest you to ask your partner about it. This question must be part of implementation process.

Reply
Suggested Answer
Aleksandar Totovic responded on 16 Jun 2014 12:23 AM

Contacts is central place for all clients. You have to open contact first, because you can use this contact for opening customer or/and vendors. When you open customer and vendors from the one place, you will get relation between them. This relation is important for the future work.

You can to use customers and contact independently, but it requires specific configuration in Marketing Setup. Do not do it by yourself without a your partner.

I'm not sure what license you have, but you can use contacts except for the customer creation, for many different reasons; you have complete CRM module (if you use Extended Pack license).

If you have contact as Person Type, you cannot create Customer from it.

Reply