I’m trying to add existing contacts to customers, my initial scenario created the contacts but didn’t assign them in the customer screen. I’m getting an error that lastname is required so it looks like the scenario is trying to create a new contact rather than add an existing one.
Any advise please?
Best answer by nickcerri32
+13Hi
According to Acumatica help resources, the Create Contact dialog box is designed only to create a new contact and add it to the customer. It does not allow adding an existing contact to the customer directly from the screen.
Hope, it helps!
+8HI
There may or may not be a way to accomplish from the Customer screen, but you can also create contacts from the Contacts screen and specify the Business Account there. Take a look at the example scenario named Import Contacts from Excel. I would recommend walking through the process by creating one manually on the screen and then replicating the field mappings in your scenario.
Hope this helps!
Laura
+1
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