Every one of my customers in NAV also has an entry as a contact. What is the purpose of the additional entry? In my mind, the contacts should be all of the people that belong to the company, but instead each person is initially entered as its own company and I have to manually change that "person company" and link him as a contact for the company. Otherwise, everything that I sync from CRM is entered as its own company, regardless of whether it is an account or a contact in CRM and even though each person is listed as a contact in CRM and related to a company(account.)
It's bad enough that each company has to have two entries because the invoices don't go to the "sell-to" address, but why are they listed as both customer and contact? And seriously, in this day and age when almost every invoice goes to a post office box, why is there no accommodation for a separate invoicing address? I thought maybe I could try to invoice to the "contact" entry, but every change I make in the company under "contacts" is also saved to the company under "customers" so it appears that it is actually the same entity and I am trying to figure out the purpose or use for having multiple entries.
Thanks in advance for your help. I'm sure I sound frustrated, but I have no internal support for working with this database, no training provided by my company and no input into how the system is set up. I am the sole US employee of a company based in Europe, setting up the database to accommodate address and company structures in Europe and I am supposed to use the system for my customers in the US. So all of the support I have received through this forum has really been invaluable to me.
Alison