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Customer Form, Contact Issue: How to Assign Existing Contacts to a Customer (Doc ID 1141014.1)

Last updated on MAY 29, 2021

Applies to:

Oracle Receivables - Version 12.0.0 and later
Information in this document applies to any platform.

Goal

In the Communications tab, you would like to use an existing contact record and assign it to a customer record rather than creating a new contact record. When you open the Communication tab, you can see a Create Contact button, but no option to use a pre-existing contact.

How can I assign an existing contact to a customer in Release 12?

 

NOTE: In the images below and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  
Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

 

Solution

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In this Document
Goal
Solution
References


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