Change the suggested contact name

When you change the name of a supplier, customer, user, or employee, the suggested contact name of the related contact does not automatically update because it’s a unique ID used across Intacct by multiple records.

Unfortunately, you cannot change the suggested contact name of a contact record after the record has been created for the same reason. Instead, you must create and associate a new contact record with the appropriate dependent record, then deactivate or delete the old contact record.

For example, say you created a supplier record and contact record simultaneously so that their names matched. However, a few months later, you must change the name of your supplier. Now the suggested contact name of your associated contact record does not match the new name of the updated supplier record. First, you create a new contact record with the appropriate suggested contact name, then you associate that contact with the supplier record. Afterward, you can deactivate or delete the old contact record.

Before you begin

You can change the related contact record for any dependent record. For example, to change the related contact record for a customer record, go to Accounts Receivable > All > Customers, find the customer you want to update, and then select More actions > Edit at the end of the row.

You can change the related contact record for any dependent record. For example, to change the related contact record for a customer record, go to Accounts Receivable > All > Customers, then select Edit next to the appropriate customer.

Deactivate or delete the contact record that no longer has the correct Suggested contact name. Before you delete a contact record, confirm that the contact is not associated to any dependent records. After you delete a contact record, it cannot be restored. If you do not want to delete the contact record, deactivate the record. A contact can be associated to multiple dependent records, for example, supplier and customer, which the Suggested contact name must be updated in both records. If you try to delete a contact that's associated to a dependent record, you receive an error message to delete the dependent records and can try again.

1. Edit the record for which you want to change the related contact record.
   

2. On the Contact list tab, select Add to add a new contact to the record.

3. Select in the Contact dropdown, then select the contact with the correct Suggested contact name.

   Or, select Add to add a brand-new contact to which you can set the correct Suggested contact name.

   See Create a contact manually for more information on your options.

4. Set a Category for your new contact on the Contact list.

5. Select your new contact from the Primary contact dropdown from above.

   Repeat as necessary for other required contact fields in the record.

6. Select Save.

7. Go to Company > Setup > Configuration > Contacts.

8. Deactivate or delete the contact record that no longer has the correct Suggested contact name.

   After you delete a contact record, it cannot be restored. If you do not want to delete the contact record, deactivate the record.