How to: Link Contacts to Existing Bank Accounts
If you have created both a Contact card and a Bank Account card for the same company, you may want to link the two cards.
When a Contact card is linked to a Bank Account card, the information common to the two cards can be synchronized. To allow this, you must specify a business relation code for bank accounts in the Marketing Setup window.
To link a contact with an existing bank account
In the Search box, enter Contacts, and then choose the related link.
Select the contact you want to link to a bank account.
On the Actions tab, in the Functions group, choose Link with existing, and then choose Bank. The Bank Account Link window opens.
In the Bank Account No. field, select the relevant bank account.
In Current Master Fields, select whether you want the bank account information or the contact information to be the primary source of information in case of a conflict.
In the Bank Account Link window, choose the OK button to create the link.
Note
In Current Master Fields, you specify which fields should be used to prioritize in case there is conflicting information in fields common to the contact card and the bank account card. For example, if the address is different from one card to the other, you can decide, by selecting Contact, to use the information on the Contact card.
See Also
Tasks
How to: Create Contacts as Customers, Vendors, or Bank Accounts
How to: Create Contacts from Customers, Vendors, or Bank Accounts
How to: Assign Business Relations
Concepts
Synchronizing Contacts with Customers, Vendors and Bank Accounts