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  1. In Microsoft Dynamics, go to Microsoft Dynamics GP > Tools >Setup > Service Management > Module Setup > Service Options.
  2. Mark Use Contact Management.
  3. 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
      The Use Contact Call Sequence Numbers checkbox is used when assigning local contacts using the Contact button from the Maintenance Contract window. If you mark this checkbox, you can prioritize numerous local phone numbers attached to the same maintenance contract.
    • 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.
  4. Choose OK.

Enabling Agency Contacts Addition on User Profile

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