How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

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Posted on by JPSADMIN

I described above.

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JPSADMIN 10 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Thank you.
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YUN ZHU 86,251 Super User 2025 Season 1 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Hi, just adding some info, hope this also helps.

Automatically create contacts when creating customers/vendors/bank accounts: https://yzhums.com/21949/

Thanks.

ZHU
JPSADMIN 10 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

That works. It would be much simpler if you could just add a name in the field without having to click several times to complete the simple task.. Thank you very much for your help.
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MahGah 15,447 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

it depends

1) if you have code and you Edit that code you can add info and then you should be done.

2) if you have no code then you should create a new and add info and assign code. Then save and select.
JPSADMIN 10 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

I was at that point. It seems confusing to create a new number just to add or edit a name on the card.

To clarify when I edit I will then select New it will assign a number and then I can continue...
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MahGah 15,447 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

As Tanya mentioned you can edit the contact and add the name ,

See below

Also, you can click New and create a new contact.
tanya07 1,636 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Hi,

Yes, you can by adding an additional field as Contact name 2 and link it to the same table behind (Contact).

Thank you,

Tanya Kharbanda

Don't forget to help the community by verifying the answer if your question has been answered. It will let others know that the topic has a verified answer.
JPSADMIN 10 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Thank you. I did as you suggested. How to I add an additional contact name on the card from here. We have only been using BC 365 since October and I am now updating customer contact info. I don't see in this window were to add a name. I would provide a screen pic although it does not let me.
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Community Member on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Hello,

As MahGah noted, on the Customer Card either click into the Contact Code or you can click Navigate/Contact to add a contact.

Hope this helps.

Thanks,

Steve
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MahGah 15,447 on at

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RE: How to add a contact name on a customer card. There are not any lines around the field. Something so simple becomes so complicated hummm?

Hi

Did you try to click on Contact Code then select the code to change the contact name?