Success!

An email was just sent to confirm your subscription. Please find the email now and click 'Confirm Follow' to start subscribing.

Oops!

You have already subscribed to this site. Please check your inbox.
You can manage your preferences at subscribe.wordpress.com

Contact Information: Where does it belong in Dynamics NAV and Business Central?

September 23, 2019New View Strategies

One of the first things I notice when reviewing business processes for Accounting teams in almost every site I visit is Sales and Purchasing teams hijacking the contact information in the Address & Contact Fast Tab of the Customer and Vendor cards.

It seems reasonable for a Salesperson to want to use the Customer Card for their main source of information. NAV has great built-in functionality for your Sales team to manage all their information in one place, including the ability to prepare quotes for prospective Customers, giving control of the Customer Card back to the Accounting team. Contacts (Relationship Manager) gives your teams the flexibility to create and maintain as many contact points within a company as desired.

Let’s start by exploring what is in a Contact. On the Contact list view, we can see the main Contact (Company) and all related Person contacts associated with the Company.

 

 

Once in the Company card, it’s easy to see if this Contact is associated with a Customer, Vendor or Bank Account by selecting Company \ Business Relations on the Navigate tab in the ribbon.

 

 

When on the main Contact card, find all the Contacts associated by selecting Related Contacts in the Navigate tab on the Ribbon. I often suggest a small modification to this list view to add the Job Title field, giving users across departments to quickly filter out Contacts not related to their function.

 

 

There is so much flexibility and functionality in the Contact Card, which we’ll explore in the upcoming months, beginning with how to use Contact Card for quoting prospective Customers, keeping your Customer records for Customers who have placed an order.

Subscribe to our RSS Feed

Subscribe to Blog Updates

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 53 other subscribers

You can unsubscribe at any time. To view our Privacy Policy click here.

Leave a Reply

Your email address will not be published. Required fields are marked *

The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
SUBSCRIBE TO OUR NEWSLETTER
Subscribe to our newsletter and keep up to date with classes, special registration discounts, and other NVS news

You can unsubscribe at any time. To view our Privacy Policy click here.

© 2020 All Rights Reserved. New View Strategies.
| Website Proudly Designed by Phoenix3 Marketing
cross
0
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram
%d bloggers like this: