Comments
This needs to be on the roadmap. In a service-based business where your customers interact with professionals from the broader community, you can easily have the same attorney, CPA, Financial Advisor, insurance broker, etc. servicing multiple customers in your database. You need to ability to link these professionals to all your customers who utilize their services and for whom you may/do need to interact as well. Perhaps this is not as big of an issue for most companies using business central, but if you are going to have a customer relationship management database and you are a service business, having the ability to link professional contacts to multiple customer accounts or vendor accounts is very important to those service businesses.
Category: General
I agree—restricting contacts by customer or vendor can be limiting. With 30 customers and only 2 buyers, creating a single contact record and assigning it to all makes sense. It’s efficient and avoids duplication.
Category: General
I agree that this is needed. It is not only more efficient but the current method forces you to have multiple Contacts that are the same person which defeats the purpose of trying to have all the info for one person in one place.Table 5054 "Contact Business Relation" does not support this change though since the primary key is "Contact No.","Business Relation Code". So this will need to be changed.This table should be updated to allow the linking of one Entity (Customers,Contact, Vendors, and Bank Account") to another. So for example you could have 2 Customers linked to the same Contact and vica versa.I would even consider allowing the linking of other entities as well such as Ship-To Addresses. We have modified our version to link Contacts to Ship-To's which was a requirement for us.
Category: General
We have independent demo coordinators who work with many of our customers. We want to associate this contact with all the customers so we know who to coordinate with. I have friends at other companies who, for their own reasons, want a many to one relationship. This is not uncommon.
Category: General
Many companies interact with their end customers through distributors and/or outside sales reps. This is a VERY common business scenario. We should therefore be able to create a one-to-many relationship between Person contacts and Company contacts.
Category: General
Our relationships with customers involve their boards not just their executives. It is VERY common for people to be on the board of multiple companies, so this is a major limitation.
Category: General
Business Central Team (administrator)
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team