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- In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > Service Options.
- Mark Use Contact Management.
- Mark the following options as needed:
- Show Location Contact Fields
Mark to display the Contact fields on the Service Call window. - Use Contact Call Sequence Numbers
- Auto Create Location Contact on Service Call
Mark to automatically save the Location Contact information entered in the Service Call window to Contact Management as a local contact.
- Show Location Contact Fields
- Choose Save OK.
- New topic for Contact Management. Documentation Reviewer
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