Primary Contact overwrites email on all Contacts

  • Primary Contact overwrites email on all Contacts

    Posted by Noreen Fujita-Sacco on August 5, 2021 at 1:59 pm
    • Noreen Fujita-Sacco

      Member

      August 5, 2021 at 1:59 PM

      We’re using NAV 2018 and building out stock CMS.

      Whenever we change the email address on a contact card, if there are only two contacts (one company, one person), both are overwritten for the email address.  When we reassign the Primary Contact on the customer card, that email address overwrites all contact cards regardless how many exist. 

      How can we keep the email addresses autonomous on the Contact cards, that is, have any change not affect the other cards?  

      Thank you!

      ?

      ——————————
      Noreen Fujita-Sacco
      Applications Coordinator
      Coghlan’s/Gear Aid
      Bellingham WA
      360-392-2703
      noreen.fujitasacco@gearaid.com
      ——————————

    • Margaret Jordan

      Member

      August 10, 2021 at 8:30 AM

      Hi Nooreen, 

      Go to Marketing Setup.  Under Inheritance – you will want to uncheck Communication Details, and any other information that you do not want carried over from Company type contact to Person type contacts.

      Margaret

      ——————————
      Margaret Crilley Jordan
      Developer
      LaFrance Corp
      Concordville PA
      ——————————
      ——————————————-

    • Noreen Fujita-Sacco

      Member

      August 17, 2021 at 11:36 AM

      Thank you for the response, Margaret! That works and I had the same solution from another contact as well.

      ——————————
      Noreen Fujita-Sacco
      Applications Coordinator
      Coghlan’s/Gear Aid
      Bellingham WA
      360-392-2703
      noreen.fujitasacco@gearaid.com
      ——————————
      ——————————————-

    Noreen Fujita-Sacco replied 2 years, 9 months ago 1 Member · 0 Replies
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