{"id":27677,"date":"2019-12-23T10:41:58","date_gmt":"2019-12-23T10:41:58","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=27677"},"modified":"2025-07-23T06:37:09","modified_gmt":"2025-07-23T06:37:09","slug":"how-to-set-multiple-contacts-in-to-ar-customer-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/","title":{"rendered":"How to set multiple contacts in to AR customer Screen"},"content":{"rendered":"\n<p>With the release of new product update of sage 300 version 2020, new feature has been introduced i.e. multiple contacts screen. In this blog we are going to see how to set this multiple contacts to AR Customer.<\/p>\n\n\n\n<p>New Stuff:- <a rel=\"noreferrer noopener\" aria-label=\"How to install the multiple contacts screen in Sage 300 v2020 PU1 (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-install-the-multiple-contacts-screen-in-sage-300-v2020-pu1\/\" target=\"_blank\">How to install the multiple contacts screen in Sage 300 v2020 PU1<\/a><\/p>\n\n\n\n<p>Kindly follow below path which will navigate to AR\nCustomer screen (Contact Screen).<\/p>\n\n\n\n<p>Go to AR Customer &gt;&gt; Open Customer Screen &gt;&gt;\nSelect Any Customer &gt;&gt; click on Contact Tab.<\/p>\n\n\n\n<p>You can see in below screenshot, Additional Provision for Multiple Contacts is been added in contact tab. User can Add primary contact as well as the other contact in the grid below.<\/p>\n\n\n\n<p> <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/AR_Customer_ContactTab.png\" alt=\"AR_Customer_ContactTab\"><\/a><\/p>\n\n\n\n<p>To add multiple contact user need to search and select the Contact Code in a \u201cMultiple Contact\u201d table grid. Here user can attach all the contact which are created in \u201cMultiple Contact\u201d screen.<\/p>\n\n\n\n<p> <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/Additional-Contacts.png\" alt=\"Additional-Contacts\"><\/a><\/p>\n\n\n\n<p>User can View Contact details by clicking on \u201cView Contact Detail\u201d Button, also can Create new contact from AR Customer screen itself by clicking on \u201cCreate New Contact\u201d Button.<\/p>\n\n\n\n<p> <a rel=\"noopener noreferrer\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/3-1.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/Create-and-View-Contact.png\" alt=\"Create and View Contact\"><\/a><\/p>\n\n\n\n<p>Using the multiple contact feature user make provision to\nsend Documents (i.e. AR Invoice, AR Receipt, O\/E Invoice, Order confirmation\ndoc., O\/E Quotes etc.) to contacts email id. <\/p>\n\n\n\n<p>This is how you can set the multiple contact to single customer using the \u201cMultiple Contact\u201d Feature.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>With the release of new product update of sage 300 version 2020, new feature has been introduced i.e. multiple contacts screen. In this blog we are going to see how to set this multiple contacts to AR Customer. New Stuff:- How to install the multiple contacts screen in Sage 300 v2020 PU1 Kindly follow below\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-27677","post","type-post","status-publish","format-standard","hentry","category-sage-accpac"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Set Multiple Contacts in AR Customer Screen \u2013 Sage 300<\/title>\n<meta name=\"description\" content=\"Learn how to set up multiple contacts in the AR Customer screen in Sage 300. Step-by-step guide to manage customer contact details efficiently.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Multiple Contacts in AR Customer Screen \u2013 Sage 300\" \/>\n<meta property=\"og:description\" content=\"Learn how to set up multiple contacts in the AR Customer screen in Sage 300. Step-by-step guide to manage customer contact details efficiently.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-12-23T10:41:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-23T06:37:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/AR_Customer_ContactTab.png\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/\",\"name\":\"Set Multiple Contacts in AR Customer Screen \u2013 Sage 300\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/12\/23\/how-to-set-multiple-contacts-in-to-ar-customer-screen\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/12\/AR_Customer_ContactTab.png\",\"datePublished\":\"2019-12-23T10:41:58+00:00\",\"dateModified\":\"2025-07-23T06:37:09+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/93977cd8aa8fbd1f151d3f664e29c9f2\"},\"description\":\"Learn how to set up multiple contacts in the AR Customer screen in Sage 300. 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