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Unanswered

Adding contact from sales order

Posted on by 224
Hello,
 
Why is it on a sales order, when adding a contact card the type is a “Company” and it is not filled in with the type “person”? When adding a contact we want the company number and name to be filled in with type “person”
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  • YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    Adding contact from sales order
    Hi, It would be a great help if you could provide some screenshots.
    A simple test:
     
    Thanks.
    ZHU
  • Valentin Castravet Profile Picture
    Valentin Castravet 24,824 Super User 2024 Season 2 on at
    Adding contact from sales order
    Do you mean that in a sales order in the contact field when you select a contact that has the type=company, the contact's name is not displayed? If so, then that's standard behavior, it will only display contacts with the type=person. You can recreate all your contacts with the type person instead perhaps?
     

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