You’re offline. This is a read only version of the page.
5
Hi,
Is there any possibilities to prevent contact creation while creating a Customer Card?
In our scenario we maintain contact cards for opportunities and CRM related work and Customer Card for financial purpose. We create Leads as opportunities from contact cards and confirmed orders as Sales Orders from Customer Card. So we need to avoid these duplication when creating the Customer Card.
Thanks yzhums andy4029 as you suggested this can be done in Marketing Setup and i was looking for functional solution as well. Tested it on the env.
Shathika Karunaratne customization also works for this
Thank you for the support everyone!!!
Hi,
yes, it is possible. the event for creating a contact while creating a customer is as below (Point 1),
In order to skip that event (Point 2), you can create an event subscriber as below,
Share
Report
All responses (
Answers (
[EventSubscriber(ObjectType::Codeunit, 5056, 'OnBeforeInsertNewContact', '', true, true)]
local procedure OnBeforeInsertNewContactCustomer(var Customer: Record Customer; LocalCall: Boolean; var IsHandled: Boolean)
begin
IsHandled := true;
end;
Hi, I also tested it before, hope the following helps.
Automatically create contacts when creating customers/vendors/bank accounts:
Thanks.
ZHU
Nintin and Andy4209 are right here.
No need to customize this functionality. It is controlled by setup.
The above replies are wrong. You do not need a customization for this. In the Marketing Setup Page, under Bus. Relations Code ensure the Customer Code is empty. If this code is empty, when you create a Customer the system will not create a Contact.
The caveat of this is that you will need to manually connect a customer to a contact on the contact card, if required.
Look at the bottom of this link: stoneridgesoftware.com/.../
Hi,
Yes you can do that you have to consult with your developer to prevent this,
There is a function is available In customer table, you can call as per below while inserting new Customer record.
SetInsertFromContact(false)
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...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156