Select Create Task to open a new Task page.Įnter the relevant information and select OK to save the Task.Īll Tasks are available from the Task List. To create a Task or view existing ones, navigate to Task List from the ribbon on the Contact card. Tasks can be used to keep track of to-dos or follow-up items related to a Contact. View all past Interaction entries for a Contact by going to More Options > Navigate > History > Interaction Log Entries. Populate the necessary details and select OK to record the interaction. On the new Interaction page, some data will default from the Contact record. To create an Interaction from the Contact card, navigate to New > Create Interaction. The user can create an Interaction to record different types of interactions with the Contact, such as emails or meetings. The Alternative Address card is used to capture the address details, while the Date Ranges page can be used in conjunction to control when the alternative address(es) should be used. If the Contact has multiple addresses or a different address for specific times of the year, Alternative Address cards can be used to store the information. The user can also navigate to these pages from the ribbon by going to More Options > Navigate > Contact > Company/Person.
The following fields are flow fields, meaning the user can drill down into them to view more details.
The Segmentation section is displayed in the panel on the right of the Contact card. The results now display on the Contact card. If a Questionnaire Profile is setup for the Contact, questions will display.Īnswer the questions using the checkboxes and close the page.
To populate answers, go to Navigate > Profiles. The Profile Questionnaire stores the Contact’s answers to a pre-defined set of questions. For Person Contacts, some of this data may be inherited from the Company Contact (depending on Marketing Setup) but can be changed. is how Person Contacts are linked to a Company Contact and, by extension, a Customer or Vendor.įor Company Contacts associated with Customers or Vendors, this data is kept in sync with the Customer/Vendor record. field is required and automatically equals the Contact No. This field is a lookup to the Contact List where Type = Company. Customers or Vendors can only have one associated Contact where Type = Company. The Type of Contact can determine many factors such as required fields, available segments, and data inheritance. There are two types of Contacts: Company and Person. When the changes are complete, click the back arrow to exit out of the Contact record. Changes to fields are automatically saved when you move to another field.
In Edit mode, the editable fields in the Contact card will appear white, and data can be updated. To view a card in read-only mode, or to toggle between edit and read-only, select the pencil icon at the top of the screen. When a Contact card is opened from the list it will be defaulted to edit mode. The application will remember the most recent configuration, and Contact cards will display accordingly until the next configuration change. To show additional fields, select Show more. To expand or collapse, select the title of the FastTab of the desired section. Users have the option to expand or collapse FastTabs within the card and to show more fields in a FastTab. Part 3 has been published as well and focuses on Marketing setup. To view the Contact card from the Contact List, click on the value in the No. The Contact Card is a record that contains information specific to the Contact, such as communication details, Interactions, and Tasks. In Part 1 of this Dynamics 365 Business Central Contact Management series, we explored Contacts.