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On the customer card, the bottom half shows a list of associated contacts. Each contact can have a different function. We went through an exercise to update all contact cards of a specific function.
On the header of the customer card, the email field had been set previously to show a contacts email - but of a different specific function.
But now what we notice is after doing this exercise the customer cards are showing the email that is associated with the contact of the specific function in which we updated. It's like the customer header email field is saying "show the email of the latest updated contact card I am associated with"
Does the email field on the customer card header get updated automatically for any reason? We're afraid we might have lost all the emails that were previously on the customer card headers.
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Yes, as mentioned by Suresh Sir, Customer gets updated if the contact linked to that Customer gets updated.
Have you activated Change Log for Customer?
If so, you can track the modified records from there.
-Yogesh Kulkarni
Please verify, if you find answer helpful.
If you update a company contact then it will copy over all those company contact values to the customer card. For instance go to customer and update the email on the company contact for that customer it will update the customer card with that email address.
Ok, we have an entirely separate process outside of NAV that uses a query which grabs all the contacts of a specific function for all of our customers.
We decided some of these contact cards were no longer up to date and went thru the whole list of them to update them.
Somehow, the email field on the customer card itself has changed for some customers, even though we were only updating certain contact cards.
So, I wasn't sure - maybe there is some automated process in which NAV selects which email to show on the customer header (for instance, based on which contact card was updated most recently. I wouldn't think so, but I can't think of why the email fields have changed).
I mean what do you mean by "we went through an exercise to update all contact cards of a specific function." ?
After reading this: community.dynamics.com/.../12245
I now wonder if our "customer business relation" somehow got messed up by updating (or maybe even adding) contacts on the bottom half of the customer card.
I did indeed assume it was just a "list of customer contacts"
I'm not sure I understand your question. I am new to NAV.
I know each contact has a function, but I don't know what it means to "run" a function for the contacts. (At least not in this context, I understand what running a function in general means.)
What function have you run for the contacts ?
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