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When converting a Contact to a Customer using the Outlook integration it suggests Contact Conversion Templates that are filtered based on Contact Type.
IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). When the Contact is converted to a Customer it takes the Person Contacts details on to the Customer card NOT the Company Contact that the person is associated with.
IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). When the Contact is converted to a Customer it takes the Person Contacts details on to the Customer card NOT the Company Contact that the person is associated with.
STATUS DETAILS
Needs Votes
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team