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Missing Purpose on Contacts in D365 FO

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Posted on by CU25101358-0 4
Hi. We would like to add the role/purpose on contacts in Customers. 
 
 
in AX you can see Roles
 
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,884 on at
    Missing Purpose on Contacts in D365 FO
    I think you might have replied to the wrong question?

    It’s about adding the column roles to a grid. That column is not available on the grid in F&O out of the box.

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    Navneeth Nagrajan Profile Picture
    Navneeth Nagrajan 1,439 Super User 2024 Season 2 on at
    Missing Purpose on Contacts in D365 FO
    Hi,
     
    For adding purposes, you need to perform the following setups:
    1. Under Organization Administration -> Global Address Book -> Address and contact information purpose section, you can add a new purpose and decide if the purpose should be included both in postal addresses or contact information section.
     
     
    2. From a security role and privilege side you need to grant access to either of the roles highlighted and the below mentioned duties and privileges to the user setting up purposes related to contacts. 
     
     
    Hope this helps. Happy to answer questions, if any.
  • CU25101358-0 Profile Picture
    CU25101358-0 4 on at
    Missing Purpose on Contacts in D365 FO
    Hi Jonas,
     
    Thanks for replying. I found out it was a custom field. I will let our developer know of our situation and get it updated. 
    Thanks again. 
    -Miranda
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    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,884 on at
    Missing Purpose on Contacts in D365 FO
    It's only visible in employee self service. You will have to make a customization to the "LogisticsContactInfoGrid" form part for it to show in other forms.
     
    Just out of curiosity, are you sure it's a standard field in AX2012? This is what my AX2012 R3 CU12 box looks like.
     
     

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