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?
+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/truongpham80
1 person likes this
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/truongpham80
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