Hello all,
Is there something we can follow to mark contacts a primary for customers? Each customer has one contact & I’m looking to mark them as primary for all those customers. How can we do that?
Answer
How to set a contact as primary in customer?
Best answer by nhatnghetinh
Hi
At Customer screen > GENERAL Tab > PRIMARY CONTACT > Enter Contact information > Click Save > The system will automatically perform "SET AS PRIMARY" for this Contact.
Best Regards,
NNT
+11Hi
At Customer screen > CONTACTS Tab > Click “+” to create a new Contact > Click "SET AS PRIMARY"
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Hey
I have loads of customers each having a single contact. So eventually we cant manually set them by clicking on the button manually for each customer. I’m looking maybe an import scenario that will hit the button for all at once.
+11Hi
At Customer screen > GENERAL Tab > PRIMARY CONTACT > Enter Contact information > Click Save > The system will automatically perform "SET AS PRIMARY" for this Contact.
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Hey
I have loads of customers each having a single contact. So eventually we cant manually set them by clicking on the button manually for each customer. I’m looking maybe an import scenario that will hit the button for all at once.
Hi
Hope you are doing good. Yes we make use the import scenario option to achieve it. Following the import scenario screenshot below which I can update the primary contact successfully.
Import scenario to update the list of contacts:
Import scenario to update the primary contact:
Let me know if you have any queries.
Thanks
Ram
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