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 Contact & CRM


2026/09/10 • 3 min. to read
Construction Base adds a small number of fields and actions to the standard Business Central Contact, Industry Group and Vendor areas: a "Blocked" indicator and attribute count on contacts, a hierarchical structure for industry groups, an attribute count on industry group assignments, and a Bill of Quantities order count on vendors. One extension in this group (Industry Group Contacts 2) belongs to MEGABAU 365 rather than to standard Business Central.

Note

The Construction-Base-specific attribute framework that these Contact and Industry Group extensions build on (for example the "Attributes" action on the Contact Card) is described in Contact Attributes.

Contact

These extensions apply to the standard Business Central table "Contact" and its pages "Contact Card", "Contact List" and "Contact Statistics FactBox".
Fields added to the "Contact" table.
FieldDescription
BlockedMarks the contact as blocked. Shown on the Contact Card (after the "No." field) and on the Contact List (after the "No." field, always visible).
Number of attributesCounts the Construction Base contact attribute records for the contact's company. Shown on the Contact Statistics FactBox after "No. of Industry Groups". See Contact Attributes.

Contact Card

An Attributes action is added after the "Industry Groups" action. It opens the list of Construction Base attributes recorded for the current contact. For more information, see Original Construction Base Features, Contact Attributes. For more information, see Original Construction Base Features, Contact Branches & Industry Groups.

Contact List

The list shows the new Blocked field and, when it has been made visible for the current context (e.g. blocking a customer/vendor), offers two additional actions:
  • Block current Contact

    Toggles the Blocked field on the currently selected contact.
  • Block all Contacts in Filter

    Toggles the Blocked field on all contacts in the current filter to the opposite of the current contact's Blocked value.

Note

These two actions, and the Blocked column, are only shown when the page has explicitly been set up to show them (for example when the Contact List is used as a selection list elsewhere in Construction Base); when the list is opened for lookup without this setting, contacts marked as Blocked are filtered out.

Customer/Vendor Lookup

The standard Business Central pages "Customer Lookup" and "Vendor Lookup" each receive a hidden Blocked field (added after the "No." field) and are filtered, when opened, to exclude fully blocked customers/vendors (Blocked = All) from the lookup list.

Vendor

This extension applies to the standard Business Central table "Vendor" and its "Vendor Hist. Buy-from FactBox" page.
Field added to the "Vendor" table.
FieldDescription
No. of BOQ OrdersCounts open (not yet invoiced) purchase Bill of Quantities orders for which this vendor is the Buy-from Vendor.

Vendor Hist. Buy-from FactBox

The FactBox shows the No. of BOQ Orders field, added at the end of its layout.

Related information




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