Just found out that customers of type Individual c...
# generalm
Marwan
01/21/2025, 6:19 PMJust found out that customers of type Individual can't be associated with a contact... but this is from 6 years ago... is there a way to do it now?
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Michael Pope
01/21/2025, 6:43 PMAs far as I know, no. But it looks like you CAN turn an individual customer record into a company customer record by swapping it's type at the top (haven't tried it myself, but it looks like it is allowed).
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Marwan
01/21/2025, 6:53 PMYeah, you can do that. But it is a strange restriction. 😕
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Israel Gonzalez
01/21/2025, 8:49 PMwhy would an individual have a contact?
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Marwan
01/21/2025, 9:32 PMI have no idea... but it is required from the SuiteApp we are using:
Marwan
01/21/2025, 9:32 PMimage.png
Marwan
01/24/2025, 8:45 PMJust to document the solution here for anyone having the same problem in the future...
You need to enable this setting in General Preferences.
And the contact will have the same ID as the customer... and that's it.