Specifies the number of the contact that the sales document will be sent to.
To see the contact numbers in the Contact List window, click the drop-down arrow in the field.
If the contact is already a customer, then the information about the customer is retrieved and filled in the relevant fields. If the contact is not a customer yet, then a possible template that matches the criteria for this contact is found. The following fields are used as search criteria:
- Territory Code
- Country/Region Code
- Currency Code
If these fields match, then information about the customer template is retrieved and used to fill in the relevant fields.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |