Edit contact information (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Common > Customers > All customers. Open the record to view, and then, on the Contact information FastTab, click More options > Advanced.
You can also access this form from the following list pages:
Global address book
All prospects
All leads
All contacts
All opportunities
All vendors
Competitors
Workers
Use this form to add, view, modify, or delete contact information for a party record. You can locate this form from any party form that includes a Contact information tab.
Navigating the form
The following tables provide descriptions for the controls in this form.
Filter
Filter |
Description |
|---|---|
View |
Select the contact information records to view. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Button
Button |
Description |
|---|---|
More options |
Remove or inactivate the selected contact information record. |
Fields
Field |
Description |
|---|---|
Name or description |
Enter a name or a description for the contact information record. |
Contact number/address |
Enter the contact number, email address, or URL. |
Location ID |
The unique identifier for the contact information record. |
Purpose |
Select the communication type for the contact. |
Type |
Select the use or purpose of the contact information record, such as home or business. |
Primary |
View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party. |
Private |
View whether the address is private. If the address is marked as private, you must be assigned to the appropriate role to view the address. |
Effective: |
Enter the date and time when the contact information record becomes effective. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Expiration: |
Enter the date and time when the contact information record expires. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).