Create, update, or view a contact information record [AX 2012]

Updated: October 11, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can add and store multiple contact information records for an individual customer, contact, prospect, lead, or opportunity record.

Click Sales on the top link bar, and then click one of the following links on the Quick Launch:

  • Customers

  • Prospects

  • Leads

  • Opportunities

  • Contacts

You can also add contact information records for workers. In the Employee services portal, click Personal information on the top link bar, and then click Personal details on the Quick Launch.

  1. In the Name column, click the record that you want to add contact information to. The View contact page opens.

  2. On the Action Pane, on the View tab, in the Maintain group, click Edit.

  3. On the Contact information FastTab, click Add.

  4. Enter information for the new contact and then click Save and close.

  1. In the Name column, click the record that contains the contact information that you want to update. The View contact page opens.

  2. On the Action Pane, on the View tab, in the Maintain group, click Edit.

  3. On the Contact information FastTab, select the contact information record that you want to update.

  4. Enter your changes in the grid, or click Details to make changes to the record on the Edit contact information page.

  5. Change the record as necessary and then click Save and close.

  1. In the Name column, click the record that contains the contact information that you want to view.

  2. On the Contact information FastTab, view the contact information.

  3. To view additional information in the record, click Details.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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