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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
Under Review
Business Central Team (administrator)