In Customer card, related questions on Primary Contact Code and Contact Name in Navision 2018?

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Posted on by joshtechsolutions

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Hi,

I would like to ask in Customer card, what is the difference between a Primary Contact Code and Contact Name in Navision 2018?

When I link the Customer card to the contact card, below was shown.

Question: Why does the Contact showing Account Payable? Shouldn't it be the Customer Contact name or number?

Same goes to Contact no. Why is it showing the Contact index number?

In the Contact List, it is shown as such, no "Accounts Payable"

Thank you!

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Josh,

Before I answer where the Accounts Payable came from can you send over a pic from the Customer Card where the Name, Address, and Contact information reside.

Thanks,

Steve

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joshtechsolutions 4,979 on at

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Hi Steve,

Here you go.

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Josh,

I have tried every which way possible to get the word Accounts Payable to appear and I cannot. I see the actual Name of the contact. Does this happen to every record you try to add the contact? If not, I am wondering if you tried to remove the contact. Step off the Customer Card and then back into the Card and try to add the contact. Does it show Accounts Payable?

Thanks,

Steve

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joshtechsolutions 4,979 on at

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Hi Steve,

Thanks for getting back to me. I understand what is the use of it now. However, I discover something hope i can sort it out.

I have recreated a new contact card and recreate a sales order. So this time round no Account payable comes out, and the name of the contact person comes out. However, the contact no. taken was the index instead of the phone number.

Question 1: How can I change this? I want to use the Phone no. column. instead.

Question 2: What if I have more than 1 contact person, how do I select another contact person? Do I click on the dropdown list?

Thank you!

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Josh,

If I follow, you want the Contact No: field to show the Phone No. value for the Contact, not the actual Contact No. (which displays as 000002)? This is not possible unless you create an extension to change the display value. You might consider just adding the Contact Phone No. field to the header instead. This will require an extension but a simple one.

Thanks,

Steve

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joshtechsolutions 4,979 on at

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Hi Steve,

"If I follow, you want the Contact No: field to show the Phone No. value for the Contact, not the actual Contact No. (which displays as 000002). "

Yes, you are right ! Okay, let's pause here for a moment. Can you advise what is the benefit of displaying Contact no. (i.e 000002) instead of the Phone no. which I would think is more useful?

" This is not possible unless you create an extension to change the display value. You might consider just adding the Contact Phone No. field to the header instead. This will require an extension but a simple one."

Okay, granted that its not possible. What is an extension? Do you mean to suggest that I asked my partner to redirect the Phone no. field to Contact no.?

Also my 2nd question, what if the organization have more than one contact person?

how does Navision manage it?

Thank you do much !

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Josh,

The Contact No. should be the Contact No. as this links Customers to Contacts. The extension is to ADD the field Contact Phone No. to the Customer Card.

If you have more than one contact, which ever you place on the Customer Card, then that Contacts Phone Number will appear.

Thanks,

Steve

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