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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Merge contacts for net...
Small and medium business | Business Central, N...
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Merge contacts for netting companies

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Posted on by AA-04070903-0 6
Hello,
 
Could you please advise how to merge two contacts (vendor and customer) , so only one will be shown in as vendor contact and customer contact? At this point, when i use function ''merge with'', i get only one contact linked to vendor either customer, not to both of them.
 
thank you!
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Business Central
Business Central
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    Merge contacts for netting companies
    Hi, as far as I know this is not possible as of now. We can only consolidate their balance.
    More details.
    Business Central 2022 wave 1 (BC20) new features: Consolidate customer and vendor balances (For the company that is both customer and vendor)
     
    Of course you can consider customization. I think customization should be possible.
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Merge contacts for netting companies
    this seems to be normal BC behavior and it allows user to merge contact for either vendors or customers but to both. 
  • AA-04070903-0 Profile Picture
    AA-04070903-0 6 on at
    Merge contacts for netting companies
     
    Kaspars, thank you for the answer, but unfortunately these topics do not help me. They suggest to create a new vendor/customer cards, but if I already have them? Or it is not possible to do this with already existing cards?
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,934 Super User 2024 Season 2 on at
    Merge contacts for netting companies

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