How to: Create Contacts from Customers, Vendors, or Bank Accounts

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

  1. 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.

  2. On the Customer, Vendor, or Bank Account FastTab respectively, set filters if you want to create contacts from specific customers, vendors, or bank accounts.

  3. 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.

See Also

Tasks

How to: Search for Duplicates Manually
How to: Assign Business Relations

Concepts

Synchronizing Contacts with Customers, Vendors and Bank Accounts

Other Resources

The Create Contacts from Customers Batch Job
The Create Contacts from Vendors Batch Job
The Create Contacts from Bank Accs. Batch Job