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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How do you create a re...
Small and medium business | Business Central, N...
Suggested Answer

How do you create a relation between contacts and customer in Navision 20211

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Posted on by joshtechsolutions 4,979

Hi,

I'm trying to create a contact list from customer card. now I want to reflect the contact list onto a sales order but it pops out an error

below. Kindly advise.

pastedimage1636438915755v1.png

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,708 Moderator on at

    First you have to create customer/contact relations its not created and you are facing this error.

    You can either choose Contact button on Customer card or lookup on Contact field to create that.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Josh,

    Adding to what Nitin replied...  You need to create the Contact Card and on the Contact Card you will establish a link to the Company/Customer. On the Customer Card navigate to Contacts and create a Company Contact. Now you can go to Contacts, find the Company Contact and ADD individual Contacts beneath the Company.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,729 Super User 2025 Season 2 on at

    Hi, try this?

    https://docs.microsoft.com/en-us/dynamics-nav-app/marketing-how-link-contact

    pastedimage1636502259710v1.png

    pastedimage1636502275871v2.png

    Hope this will help.

    Thanks.

    ZHU

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