Creating new additional contact in Sage X3
To add an additional Contact from Sage CRM to Sage X3.
Select the Customer for which you want to create an additional address.
Go to Address Tab and click on the New button.
Enter the below details into the person entry screen. This will be set as the customer’s default Contact.
Field | Description |
First Name | First name of the contact |
Last Name | Last Name of the Contact |
Type | Select Sage X3 as the contact type. Please note that if the user does not select this Sage X3 type then that contact will not be created into Sage X3. |
Salutation | Select Salutation for the contact |
Title Code | Select Title code of the contact |
Phone No. (Business) | Phone number of type Business (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field) |
Phone No. (Fax) | Phone number of type Fax (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field) |
Phone No. (Mobile) | Phone number of type Mobile (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field) |
Email ID (Business) | Email address of Business |
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