Make Customer Default Contact Equal to Customer Primary Contact

Hi ​@bobbytherbs I’ve done this kind of thing with a Business Event that triggers an Import Scenario. You would probably need two in this case, since you want it to go both directions. With this method, auto-populate would happen after user saves the customer. To have it populate the fields in real time, you would need a customization. 

Would rather have it populate in real time. Anyone know how to make the customization?

Hi ​@bobbytherbs,

You need to write logic in the FieldUpdated event of each field. When a change occurs, this event will update the other fields accordingly.

The code snippet below will help you implement this.

protected void _(Events.FieldUpdated<Contact, Contact.eMail> e)
        {
            var defContact = (Contact)e.Row;
            if (defContact == null) return;

            var customer = Base.BAccount.Current;
            if (customer?.PrimaryContactID == defContact.ContactID) return; // avoid circular loop

            var primary = Base.PrimaryContactCurrent.Current;
            if (primary != null && !string.IsNullOrEmpty(defContact.EMail))
            {
                primary.EMail = defContact.EMail;
                Base.PrimaryContactCurrent.Update(primary);
            }
        }



        protected void _(Events.FieldUpdated<Contact, Contact.phone1> e)
        {
            var contact = (Contact)e.Row;
            if (contact == null) return;

            var primary = Base.PrimaryContactCurrent.Current;
            var defContact = Base.DefContact.Current;

            if (defContact?.ContactID == contact.ContactID && !string.IsNullOrEmpty(defContact.Phone1))
            {
                if (primary != null)
                {
                    primary.Phone1 = defContact.Phone1;
                    Base.PrimaryContactCurrent.Update(primary);
                }
            }
            else if (primary?.ContactID == contact.ContactID && !string.IsNullOrEmpty(primary.Phone1))
            {
                if (defContact != null)
                {
                    defContact.Phone1 = primary.Phone1;
                    Base.DefContact.Update(defContact);
                }
            }
        }


        protected void _(Events.FieldUpdated<Contact, Contact.phone2> e)
        {
            var contact = (Contact)e.Row;
            if (contact == null) return;

            var primary = Base.PrimaryContactCurrent.Current;
            var defContact = Base.DefContact.Current;

            if (defContact?.ContactID == contact.ContactID && !string.IsNullOrEmpty(defContact.Phone2))
            {
                if (primary != null)
                {
                    primary.Phone2 = defContact.Phone2;
                    Base.PrimaryContactCurrent.Update(primary);
                }
            }
            else if (primary?.ContactID == contact.ContactID && !string.IsNullOrEmpty(primary.Phone2))
            {
                if (defContact != null)
                {
                    defContact.Phone2 = primary.Phone2;
                    Base.DefContact.Update(defContact);
                }
            }
        }

Hope, it helps!

I am getting the below error when trying to add this customization:

[2025-09-17 13:46:58.193] \App_RuntimeCode\CustomerMaint.cs(52): error CS1061: 'CustomerMaint' does not contain a definition for 'PrimaryContactCurrent' and no accessible extension method 'PrimaryContactCurrent' accepting a first argument of type 'CustomerMaint' could be found (are you missing a using directive or an assembly reference?)

[2025-09-17 13:46:58.193] \App_RuntimeCode\CustomerMaint.cs(56): error CS1061: 'CustomerMaint' does not contain a definition for 'PrimaryContactCurrent' and no accessible extension method 'PrimaryContactCurrent' accepting a first argument of type 'CustomerMaint' could be found (are you missing a using directive or an assembly reference?)

[2025-09-17 13:46:58.209] \App_RuntimeCode\CustomerMaint.cs(52): error CS1061: 'CustomerMaint' does not contain a definition for 'PrimaryContactCurrent' and no accessible extension method 'PrimaryContactCurrent' accepting a first argument of type 'CustomerMaint' could be found (are you missing a using directive or an assembly reference?)

[2025-09-17 13:46:58.209] Compiler time, in seconds: 6.4726435

[2025-09-17 13:46:58.224] Validation failed.

Hi ​@bobbytherbs,

please replace your code with below code snippet.
 

  protected void _(Events.FieldUpdated<Contact, Contact.eMail> e)
  {
      var defContact = (Contact)e.Row;
      if (defContact == null) return;

      var customer = Base.BAccount.Current;
      if (customer?.PrimaryContactID == defContact.ContactID) return; // avoid circular loop
      var primctr = Base.GetExtension<AR.CustomerMaint.PrimaryContactGraphExt>();
      var primary = primctr.PrimaryContactCurrent.Current;
      if (primary != null && !string.IsNullOrEmpty(defContact.EMail))
      {
          primary.EMail = defContact.EMail;
          primctr.PrimaryContactCurrent.Update(primary);
      }
  }



  protected void _(Events.FieldUpdated<Contact, Contact.phone1> e)
  {
      var contact = (Contact)e.Row;
      if (contact == null) return;
      var primctr = Base.GetExtension<AR.CustomerMaint.PrimaryContactGraphExt>();
      var primary = primctr.PrimaryContactCurrent.Current;
      var defContactAddress = Base.GetExtension<BusinessAccountMaint.DefContactAddressExt>();
      var defContact = defContactAddress.DefContact.Current;

      if (defContact?.ContactID == contact.ContactID && !string.IsNullOrEmpty(defContact.Phone1))
      {
          if (primary != null)
          {
              primary.Phone1 = defContact.Phone1;

              primctr.PrimaryContactCurrent.Update(primary);
          }
      }
      else if (primary?.ContactID == contact.ContactID && !string.IsNullOrEmpty(primary.Phone1))
      {
          if (defContact != null)
          {
              defContact.Phone1 = primary.Phone1;
              //var defContactAddress = Base.GetExtension<BusinessAccountMaint.DefContactAddressExt>();
              defContactAddress.DefContact.Update(defContact);
          }
      }
  }


  protected void _(Events.FieldUpdated<Contact, Contact.phone2> e)
  {
      var contact = (Contact)e.Row;
      if (contact == null) return;
      var primctr = Base.GetExtension<AR.CustomerMaint.PrimaryContactGraphExt>();
      var primary = primctr.PrimaryContactCurrent.Current;
      var defContactAddress = Base.GetExtension<BusinessAccountMaint.DefContactAddressExt>();
      var defContact = defContactAddress.DefContact.Current;

      if (defContact?.ContactID == contact.ContactID && !string.IsNullOrEmpty(defContact.Phone2))
      {
          if (primary != null)
          {
              primary.Phone2 = defContact.Phone2;
              primctr.PrimaryContactCurrent.Update(primary);
          }
      }
      else if (primary?.ContactID == contact.ContactID && !string.IsNullOrEmpty(primary.Phone2))
      {
          if (defContact != null)
          {
              defContact.Phone2 = primary.Phone2;
              defContactAddress.DefContact.Update(defContact);
          }
      }
  }

Note : It’s just a code snippet, change the logic as per your requirement, not tested it.

This does not seem to be working as intended. It let me publish the customization but if I edit the Additional Account Info Email and select save the Server Restarts after being locked up for a bit and does not save my changes. If I update the Primary Contact Info Email I can save it but it does not change anything in the Additional Contact Info Email. 

If I attempt to update either Phone1 or Phone2 under Additional Contact Info I receive and error “Error: Updating  'Contact' record raised at least one error. Please review the errors.” when trying to save.

I can update Phone1 under Primary Contact but it does not affect Phone1 in Additional Contact Info.

If I try to change Phone2 under Primary Contact I hit save and the phone number I just entered disappears

Hi ​@bobbytherbs were you able to find a solution? Thank you!

​@Chris Hackett not yet I have not