Small and medium business | Business Central, N...

Shared Contact List for Multiple Customers and Vendors in Business Central

(1) Share

Report

Posted on by PS-20050952-0

hello ,

In the default functionality of Business Central, each customer or vendor typically has their own unique contact list. However, our client has requested a single, shared contact list that can be linked to multiple customers and vendors.

Is it possible to configure Business Central to allow a single contact list to be associated with multiple customers and vendors? If so, could you guide us on how to achieve this, or suggest any workarounds or extensions that might help?

Thank you

Categories:

Dynamics 365 Business Central

Microsoft Dynamics NAV

Dynamics 365 Business Central migration

All responses (3)

Answers (0)

Suggested answer

YUN ZHU 74,115 Super User 2024 Season 2 on at

Like (1)

Report

Shared Contact List for Multiple Customers and Vendors in Business Central

As far as I know this cannot be done in Standard. As far as I know this is not possible. You can only set one Company No. on the Contact Card. If you need something generic, consider using dimensions.

Thanks.

ZHU
Ramesh Kumar 233 on at

Like (1)

Report

Shared Contact List for Multiple Customers and Vendors in Business Central

In Business Central, the default functionality does not directly support a shared contact list across multiple customers and vendors

Linked Contacts

https://learn.microsoft.com/en-ca/dynamics365/business-central/marketing-create-contact-companies#to-link-a-contact-to-an-existing-customer-vendor-employee-or-bank-account

If this helped you, please check the box Does this answer your question?
Suggested answer

Yi Yong 1,470 Super User 2024 Season 2 on at

Like (0)

Report

Shared Contact List for Multiple Customers and Vendors in Business Central

Hello,

A single contact can only link to one customer and one vendor.