Convert Records In Business Contact

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Convert Records In Business Contact. The record for the contact is kept and you can link the contact and the customer so that their data is synchronized going forward. The corporate record is not static.

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Layout settings Pick page size direction and edges. Restrict access by business unit. It is in a state of constant evaluation and growth.

When you convert electronic documents received from the OCR service to documents or journal lines in Business Central multiple lines on the source document will be summed on one line.

1 Go to Settings Security Users. I can see how to convert a business contact record into a lead and vice versa but I cant seem to change a business contact into an accountsurely this is a logical prgressionIt seems as though I have to manually copy all the business contact infor into a new account when a contact becomes an account. Corporate records include the articles of association company bylaws and other incorporation documents. The single line will be of type GL Account and the Description and GL account No.