Hello everyone i am would like someone to explain me step to link my customers to the contact because i need to answer the questionnaire in profile contact car .
Currently i can't do it because my customers aren't into my contact and when i try to link them i received a message error regarding the field of value ?
PLEASE I NEED YOUR HELP ASAP GUYS
Welcome to DUG! Before asking question, then it's always a good idea to search our forums, because very often then your question have already been asked.
the same with your question.
If the CRM system in NAV has been setup correctly, then NAV will automatically create a new contact, whenever you create a customer. If your customers were created, before you setup the CRM, then you can run a function, which will create contacts for all your customers and automatically link them.