Microsoft Idea

assign 1 contact for multiple customers

Wesam Khoury on 8/22/2019 4:26:51 PM

Currently contacts are restricted by customer or vendor. But often a contact can cross over to multiple customers of vendors. I have 30 customers with 2 buyers. rather than create the same record 30 times for each customer, it would be more efficient to create it once, and assign it to all 30 customers.

STATUS DETAILS

Needs Votes

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

Comments

RE: assign 1 contact for multiple customers

Claude Rustom on 8/19/2024 1:55:56 PM

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

RE: assign 1 contact for multiple customers

Jason Wilder on 8/19/2024 1:55:12 PM

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

RE: assign 1 contact for multiple customers

Andrea Hall on 8/19/2024 12:48:16 PM

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

RE: assign 1 contact for multiple customers

Jeremy Patterson on 12/7/2021 12:46:26 PM

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

RE: assign 1 contact for multiple customers

Graham P on 4/8/2021 9:40:36 PM

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