Related Contacts Factbox

See related contact records on customers and vendors in a FactBox.

Business Central lets you link Customers and Vendors to Contacts and related people. The Contacts Factbox makes it easy to see and manage the people you deal with from a variety of places within Bevica. For each Person Contact, you can see their Job Responsibility, email, and contact details. Clicking on a line will open the Contact card to see further information.

Prerequisites

Understanding how to set up and manage contacts.

For more information on managing contacts, see Managing Contacts.

Contact Factbox

The Contact Factbox displays the Company Contact and any Person Contacts for either the Customer or Vendor it is linked to. The Factbox can be seen from a number of Sales and Purchase related pages and lets you:

• If you establish a new person who works at the Customer or Vendor, you can record their details.

Creating a new Company Contact

• Click the Contact Factbox title.
• Select Create Company Contact. The system will error if the Customer is already linked to a Contact.

Note

If the Customer or Vendor needs to be linked to an existing Contact, this must be done from the Contact Card.

Creating a new Person Contact

• Click the Contact Factbox title.
• Select Create Person Contact, a new page appears.
• Populate the fields on this page. Salutation and Name are mandatory.
• Click Save to save the new person contact.

Note

To save the new Person Contact, you must click 'Save'.

The Contact Factbox is available on the following pages (it may be hidden by default):

Contact

• Contact Card / List

Sales

On documents, the factbox links to Contacts using the Sell-to Customer No.

• Customer Card / List
• Sales Order / List
• Sales Quote / List
• Sales Credit Memo / List
• Sales Blanket Order / List
• Sales Return Order / List
• Posted Sales Invoice / List
• Posted Sales Credit Memo / List

Purchase

On documents, the factbox links to Contacts using the Buy-from Vendor No.

• Vendor Card / List
• Purchase Order / List
• Purchase Quote / List
• Purchase Credit Memo / List
• Purchase Blanket Order / List
• Purchase Return Order / List
• Posted Purchase Invoice / List
• Purchase Credit Memo / List