> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/crm/related_contacts_factbox_xxxx.md). # 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. {% hint style="warning" %} **Prerequisites** Understanding how to set up and manage contacts. For more information on managing contacts, see [Managing Contacts](https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-contacts). {% endhint %} ## 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. {% hint style="info" %} Note If the Customer or Vendor needs to be linked to an existing Contact, this must be done from the Contact Card. {% endhint %} ## 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. {% hint style="warning" %} Note To save the new Person Contact, you must click '**Save**'. {% endhint %} 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 --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://kb.bevica.com/documentation/guides/crm/related_contacts_factbox_xxxx.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.