Solved

Auto-populating customer name?

  • 15 November 2021
  • 1 reply
  • 12 views

When setting up a new customer account, can it be set up so that it auto-populates the primary contact name from the account name?

icon

Best answer by Naveen B 16 November 2021, 04:45

View original

1 reply

Userlevel 7
Badge +10

Hi @amainville  It can be populate from Account Name to Primary Contact Name, but it requires small piece of customization.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2020  Acumatica, Inc. All rights reserved