Scenario 2: Synchronization of Custom Fields between Contacts and Customers

Custom Fields extension enables the possibility to synchronize values of the same type and the same field number between contacts and customers (and also between contacts and vendors), when these records are linked to each other (using Contact Business Relation).

To set up synchronization for custom field of type Code between contacts and customers:

1. Set up custom fields for contact entity as described in Scenario 1.
2. Choose the Customer as Entity Filter on the Custom Field Definitions page.
3. Add custom fields and set Copy to Contact checkbox on the fields which should be kept in synchronization with contact:

After the configuration is completed, the system will keep values synchronized when custom fields are modified on a contact or customer:

---

Last update: August 7, 2024