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Auto-populating customer name?

  • November 15, 2021
  • 1 reply
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A

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?

Best answer by Naveen Boga

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

1 reply

Naveen Boga
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  • Naveen Boga
  • Captain II
  • Answer
  • November 16, 2021

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

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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