You’re offline. This is a read only version of the page.
30
Hi,
When I create a Customer from a Contact.
Client and Contact are linked and some fields (like phone number, address...) are synchronized.
Please, how does the sync work? with editable table mapping?
How to disable this synchronization? and keep the link.
thanks
Hi, hope the following helps as well.
Automatically Copying Specific Information from Contact Companies to Contact Persons:
Automatically create contacts when creating customers/vendors/bank accounts
Thanks.
ZHU
Microsoft learn has a good overview of this here
learn.microsoft.com/.../marketing-create-contact-companies
There is nowhere in the interface to choose which fields are synced, this would require development.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,219
Super User 2024 Season 2
#2
Martin Dráb
230,056
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
