Small and medium business | Business Central, N...

create multiple contacts for customers

(1) Share

Report

Posted on by CU29101917-0

We have about 500 customers. Each customer has multiple contacts.

What is the best way to adding multiple contacts for the same customer?

Example: I click the three dots to add new contact

I click new, enter contact name 'John' but when I click company name, it does not show me the list of 500 companies to choose from.

when I go back to custome card to change contact to 'John' it gives the following error:

Also, when I select different contact for the customer, will it automatically update invoicing email to that of the contact?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Valentin Castravet 28,695 Super User 2025 Season 2 on at

Like (0)

Report

create multiple contacts for customers

You can copy what I had in my screenshot 'CUST.' If you don't have that option available for selection, create it then you can select it.

Was this reply helpful? Yes No
CU29101917-0 76 on at

Like (1)

Report

create multiple contacts for customers

thanks @Valentin Castravet for 'Bus. Relation Code for Customers' field' what should i populate the field with?

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 91,078 Super User 2025 Season 2 on at

Like (0)

Report

create multiple contacts for customers

Based on the questions you raised recently in the forum, this requirement can only be met through customization. Please contact your partner to resolve this requirement.

Thanks

ZHU

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 28,695 Super User 2025 Season 2 on at

Like (4)

Report

create multiple contacts for customers

First, you need to create a contact of the type 'Company' for each customer. This way, each customer will have a corresponding company contact. If you need multiple contacts for each company, you can create contacts of the type 'Person' under the company contact.

To create contacts of the type 'Company,' ensure that the 'Bus. Relation Code for Customers' field is populated in the Marketing Setup page. After that, you can either manually create contacts as you’re doing now or automate the process by searching and running the 'Create Contacts from Customers' function.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

Was this reply helpful? Yes No
CU29101917-0 76 on at

Like (1)

Report

create multiple contacts for customers

thanks @Khushbu Rajvi.

but it does not update email or address in customer card when I select a different contact...

actually now its already not letting me click on 'contact name' field, its greyed out.

Also wondering if i have to do anything differently in the 'setup marketing' ?

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 19,087 Super User 2025 Season 2 on at

Like (1)

Report

create multiple contacts for customers

Hi, Hope this will help:

https://community.dynamics.com/forums/thread/details/?threadid=af9c1f3f-14d8-43ff-a30c-a725a07ba411

Yes after selecting particular customer address and email, phone no details will be filled automatically.

Was this reply helpful? Yes No