Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / selecting different co...
Small and medium business | Business Central, N...
Suggested answer

selecting different contact does not update customer address and email

(1) ShareShare
ReportReport
Posted on by CU29101917-0 70
I have a customer that has 5 different contacts, each having a different address and e-mail. 
 
 
When I select a different contact ( circled red below ), It does not update  e-mail and address to that of the contact.
Am I missing a step? Something I need to do in marketing setup for this to work? 
Categories:
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    selecting different contact does not update customer address and email
    I think you should use Ship-to Address instead of Contact in this case.
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 4,509 on at
    selecting different contact does not update customer address and email
    Yes this is the standard things. you can try to achieve this using customization.
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,785 Super User 2024 Season 2 on at
    selecting different contact does not update customer address and email
    That’s standard behavior. The fields 'Contact Code' and 'Contact Name' are used solely to select the default contact for a customer. For this reason, the fields on the Address & Contact FastTab of the customer card are related to the customer itself, not the contact person. They won’t be updated when you select a new contact in the 'Contact Code' or 'Contact Name' fields. You can read more about this here - Changes in synchronization between contact and customer or vendor - Dynamics 365 Release Plan | Microsoft Learn
     
     
  • Nyakinyua Profile Picture
    Nyakinyua 55 on at
    selecting different contact does not update customer address and email
    Confirm the Contact Type for Contact code C00034, if its type Person then it will not insert the E-mail Address. It just inserts the Name then exits as shown in the code snippet below. 
     


     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans