If you have already set up a number of customers, vendors, and bank accounts, you can create contacts on the basis of the existing data.
In order to create the contacts, you must specify a business relation code for both customers, vendors, and bank accounts in the 
Marketing Setup window, and you must specify numbers series for bank accounts in the General Ledger Setup window.
To create a contact from a customer, vendor, or bank account
In the Search box, enter one of the following, depending on from where you want to create contacts, and then choose the related link.
- Create Contacts from Customers
- Create Contacts from Vendors
- Create Contacts from Bank Accounts
The batch job window opens.
- Create Contacts from Customers
On the Customer, Vendor, or Bank Account FastTab respectively, set filters if you want to create contacts from specific customers, vendors, or bank accounts.
Choose the OK button to start creating contacts.
The next contact numbers in the number series are assigned to the new contacts.
The business relation for vendors specified in the Marketing Setup window is assigned to the newly created contacts.
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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. |