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Posted on by Robert Cooper6

24

in the contact list I see you can have person contacts and company contacts.

If you create a person contact can you use that record to create a company contact

What about the other way, you create a company contact can you use that record to create a person contact.

Thanks

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Microsoft Dynamics CRM

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Robert Cooper6 24 on at

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in the example above you can can they are contacts, CT009449 is the contact that is a company and it is bold, CT009450 is a contact that is a person and it is not bold. When I create a new contact, company, the next thing I want to do is create a contact person but I do not want to re-enter all the details so I want to create a person from the company. Hopefully I am making sense.
Jimmy Passeti | MVP 216 Super User 2025 Season 1 on at

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Hello,

I couldn't understand your problem, you've probably made some customizations to your environment.
Could you provide more details and some images?

Regards,
Jimmy Passeti | Microsoft MVP

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