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Add and edit Contacts without Customer access

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  • 1.  Add and edit Contacts without Customer access

    TOP CONTRIBUTOR
    Posted Jan 04, 2019 11:02 AM
    ​Hi,
    I wanted to give access to salespeople to add and edit customer contacts but when I added access to the Contact table, it then complained about needed edit access to the Customer table.
    Is there a way to give Contact access without giving access to the whole Customer card?
    This is on NAV2018.

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    Samuel Champoux
    IT Director
    Drummondville QC Canada
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  • 2.  RE: Add and edit Contacts without Customer access
    Best Answer

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 08:36 AM
    ​In the Contact's "ProcessNameChange" function, it checks for the Primary contact and wants to update the name on the customer.
    When the contact is new and no primary is defined on the contact, both numbers are empty.
    I added ("No." <> '') to fix the problem.

    IF ("No." <> '') AND (Cust."Primary Contact No." = "No.") THEN BEGIN // Don't check when contact is new
    Cust.Contact := Name;
    Cust.MODIFY;
    END;

    ------------------------------
    Samuel Champoux
    IT Director
    Drummondville QC Canada
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