Create Contact Persons| Microsoft Docs

You create a contact by setting up a contact card for the person. You can create contact persons from existing contact companies, or you can create independent contact persons.

For example, after meeting with a prospective company, you meet the purchaser. You can create a contact card for this person so communication can be more tailored.

You may also need some publications about your products translated and after some research decide on a freelance translator. You should record this contact as an independent contact person.

By recording as many details as possible about a contact person ensures that all groups at your company can find the relevant information.

You can create a contact card for each contact who works for the companies you interact with. For each contact company you can enter as many contact persons as you want. You can also create contact cards for the persons that you want to record as independent.

TIP

Before creating a contact, you may want to check the Inheritance settings on the Marketing Setup page. Setting up inheritance enables information about contact companies that is common to contact persons, such as address details, to be automatically copied from the contact company to the contact person each time you create a contact person for a recorded contact company.

To create a contact card for a person

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Contacts, and then choose the related link.
  2. Choose the New action.

  3. In the No. field, enter a number for the contact.

    Alternatively, if you have set up a number series for contacts on the Marketing Setup page, you can press the Enter key to select the next available contact number. For more information, see Creating Number Series.

  4. In the Type field, select Person.
  5. Fill in the other fields on the contact card.
NOTE

The contents of the fields that you have selected in the Inheritance section of the Marketing Setup page are copied from the company to the persons within that company.

See Also

Creating Contacts
Use Profile Questionnaires to Classify Business Contacts
Working with Business Central


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