How can we link a contact to another business partner

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Jos Dielemans

• 10 de julio de 2019 11:18

The system links outlook-mails from senders to a certain business partner.

In SAP we have several situations where one contactperson is known in more than one businesspartner.

1)  How does this process work; what business partner will be chosen when this person is known in ore than one business partner ?

2) When the system links the e-mail from this contactperson to a wrong business partner, how can we change this connection to the right businesspartner.

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  Yaremi Miranda Lopez

  • 17 de febrero de 2020 18:17

  Hello Jos,

  The system detects automatically the different matches and displays the first one found, but it also enables a button that allows you to change the BP if it doesn't correspond to the one you need.

   

  
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  Jos Dielemans

  • 10 de julio de 2019 11:20

  It concerns the CRM for Outlook software

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