How to: Link Contacts to Existing Customers
If you have created both a Contact card and a Customer card for the same company, you may want to link the two cards.
When a Contact card is linked to a Customer card, the information common to the two cards can be synchronized. To allow this, you must specify a business relation code for customers in the Marketing Setup window.
To link a contact with an existing customer
In the Search box, enter Contacts, and then choose the related link. The Contacts window opens.
Select the contact you want to link to a customer.
On the Actions tab, in the Functions group, choose Link with existing, and then choose Customer. The Customer Link window opens.
In the Customer No. field, select the relevant customer.
In Current Master Fields, select whether you want the customer information or the contact information to be the primary source of information in case of a conflict.
In the Customer Link window, choose the OK button to create the link.
Note
In Current Master Fields, you specify which fields the program should prioritize in case of conflicting information in fields common to the contact card and the customer card. For example, if the salesperson code is different from one card to the other, you can decide, by selecting Contact, to use the information on the contact card.
See Also
Tasks
How to: Create Contacts as Customers, Vendors, or Bank Accounts
How to: Create Contacts from Customers, Vendors, or Bank Accounts
How to: Assign Business Relations
Concepts
Synchronizing Contacts with Customers, Vendors and Bank Accounts