When creating a customer that has a type of person, the expectation is that the customer contact automatically creates a corresponding contact record.
This was raised to the Product Team via Dynamics 384579.
Replication steps:
1. Accounts Receivable> Create a new customer record with Type: Person
Customer account: 222111
Type: Person
First name: Firstname
Customer Group: 10
Save
2. Accounts> Contacts> View Contacts
ACTUAL RESULTS:
No contact is created
EXPECTED RESLUTS:
Given the customer is of person type, the expectation is that the customer contact automatically creates a corresponding contact record.
Comments
This should work now. I presented it some days ago in a 8.1 system. It works as required.
It is possible to close this idea?
Category: Sales and marketing
This to enable that in a B2C scenario these person/customers can then be added to campaign target lists and call lists.
Category: Sales and marketing
Olga Turovceva Mulvad (administrator) on 4/20/2022 2:37:04 PM
Thank you for your feedback. This is a fair suggestion, we however have no concrete plans to implement such. We encourage you to continue voting such that we continue to assess how much in demand is such a capability.