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How to get the data from Vendor Profile General tab Primary Contact details in the GI

  • 12 October 2023
  • 5 replies
  • 89 views
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  • Primary Contact Name
  • Primary Contact Title
  • Primary Contact Email
  • Primary Contact Business 1 Phone
  • Primary Contact Cell
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Best answer by carmelinem89 13 October 2023, 16:33

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5 replies

lauraj46
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Hi @carmelinem89 ,

You can join to the Contacts table based on the PrimaryContactID.  From there, users with permissions can find the field names by using Customization-->Inspect Element and clicking on any form field to see the DAC and field name.  For example Salutation is the field name for the Job Title field.

Hope this helps!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@lauraj46 

Mapping Table Name and Field Name for ADDITIONAL ACCOUNT INFO- Business 1 and PRIMARY CONTACT - Business 1 is the same - So how to map this? bcoz Primary Contact - Business 1 data is not getting displayed in the GI

 

manikantad18
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Userlevel 7
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Hi @carmelinem89 Please find the attached GI

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Acumatica Functional Consultant
lauraj46
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Userlevel 7
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Hi @carmelinem89 ,

They use the same field from the Contacts DAC, but the difference is on the join - DefContactID vs PrimaryContactID.

Hope this helps!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@lauraj46  and @manikantad18 

Thank you for help. I have managed with adding one more contact table. Below are the screenshots

 

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