Vendor Card Let's You See Contacts But The Customer Card Does Not

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Posted on by john.ellis

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Hi:

Within the Vendor Card, you can click "Related...Vendor...Other" and see the list of the vendor's contacts.

You cannot do so within the Customer Card. The best that you can do is to click the "Ellipsis" button to the right of the "Contact" field and see the list.

Why is there no comparable feature in the Customer Card?

Thanks!

John

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Dynamics 365 Business Central

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DAnny3211 11,397 on at

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hi

add it from your personalisation

check my answer if it helped you, thanks

DAniele

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john.ellis 3,510 on at

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Hi:

Can you provide additional instructions, please? I'm following the path that you laid out but cannot get it to work. "Clear personalization" is not even available to click, and I'm an Administrator.

How do you unlock the greyed out selections? I have never seen those, before.

John

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Robyn2018 Most Valuable Professional on at

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You do not need personalization:

Also, you can look for the option:

Don't forget to help the community by verifying the answer or at least like the suggestion if it did help in any way. It will let others know that the topic has verified answer and was beneficial to you.

Roberto Corella

Business Central developer

blog: https://blog.msdyn365bc.es
youtube channel: www.youtube.com/@rcorella
Linkedin: www.linkedin.com/.../
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john.ellis 3,510 on at

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As I said in the beginning, this does not appear. That's why DAniele was showing Personalization.

But, per the reasons that I mentioned, that doesn't work either.

I don't get it.

John

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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I can view it under Process. I am using BC21

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TCJ 4 on at

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I'm on current BC SaaS with just a few field customizations so far. No personalization.

Opening the customer list shows:

And on the customer page:

Version in Admin Center shows 21.0.46256.46853

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Amit 2,559 on at

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Hi,

Check License assignment in user in admin center.

Regards

Amit Sharma

www.erpconsultors.com

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