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Small and medium business | Business Central, N...
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How do you create a relation between contacts and customer in Navision 20211

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Posted on by joshtechsolutions 4,359

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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    RE: How do you create a relation between contacts and customer in Navision 20211

    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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do you create a relation between contacts and customer in Navision 20211

    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
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: How do you create a relation between contacts and customer in Navision 20211

    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.

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