---
title: "Contacts - Lasernet Module - Lasernet FO Connector User Guide"
slug: "fo-user-guide-contacts"
description: "The Contacts section of the Lasernet module that includes three important features: Customer/Vendor contacts, Customer contacts, and Vendor contacts. "
updated: 2026-01-29T14:48:54Z
published: 2026-01-29T14:48:54Z
canonical: "kb.lasernetgroup.com/fo-user-guide-contacts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts

## Customer/Vendor Contacts

The Customer/Vendor Contacts functionality provides an overview of all reports and their destinations, and manages templates for customer and vendor reports. To find this functionality, navigate to **Lasernet** > **Setup** > **Contact** > **Customer/Vendor contacts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Y4GPT37F.png)

The Customer/Vendor Contacts functionality enables adding, editing, and deleting report destinations. These settings are used as templates for all customers and vendors.

To view all customer and vendor reports with defined destinations in the **Customer/Vendor contacts** page, click the **Show all** button available on the Menu bar at the top of the page.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Q9SGKQ9T.png)

The reports are not accessible in the **Customer/Vendor contacts** list until they are added to the **Allowed reports** list. To access this list, click the **Allowed reports** button available on the Menu bar.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3UUP0VBD.png)

On the **Allowed reports** page, the user can add a record (including a **Reference type**, **Report name,** and **Destination type**). The user can then proceed to add conditions (values) to any customer/vendor contacts.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TPX30S8L.png)

If needed, the user can verify or change the security permissions for customers and vendors on the **Security configuration** page. To find the **Security configuration** page, navigate to **System administration** > **Security** > **Security configuration**. The security privileges for the Lasernet user are **Background print**, and **Run reports to Lasernet**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-D0BSCIST.png)

If all security configurations are shown on the page in columns, you must use the scroll bar to view them all. To keep a fixed number of visible columns within the page, click **Restrict hierarchy view to four levels**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8SN7PEG4.png)

### How to Set Up Predefined Destination Emails Using Customer/Vendor Contacts in Lasernet FO Connector

Predefined destinations enable reports' destinations to be handled more flexibly and dynamically. Predefined destinations can be used to create rules for sending reports in different formats to different destinations, based on set criteria. Each Lasernet report can have its own set of predefined destinations with its criteria and priorities, as needed by the business.

Predefined destinations can be used in numerous ways. This page will focus on how to use the **Customer/Vendor contacts** table in Lasernet FO Connector to send emails using predefined destinations. The following steps show an example of how to add the related source to the report, create the predefined destination, and send the report to the configured email.

1. Set up a new contact record for a report on the **Customer/Vendor contacts** page.
2. Click **Allowed reports**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QN9XN6Q4.png)

1. In the **Allowed reports** page, click **New**. On the new record created, select the report from the **Report name** column dropdown, the **Destination type** (in this case **Email**), and the **Reference type** (in this case **Customer**). Click **Save** and leave the page.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-XPT6S6CE.png)

1. In the **Customer/Vendor contacts** page, click **New**. On the new record, check the **Active** box, select the same **Reference type**, **Report name,** and **Destination type** as previously selected, and type an email address in the **Value** column.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-0Y4KKKP0.png)

1. Right-click a blank space in the grid and select **Personalize: Lasernet customer/vendor contacts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-IMD72OGT.png)

1. A personalization form will open: select **Add a field**, then click the **Add a field** option.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TC7PSTCI.png)

1. A window will open: check the **Account Number** box and click **Update** to close the personalization form.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-GWCHXXFR.png)

1. The **Account number** column is now visible on the form. Select the account number for which this contact record applies from the dropdown menu and click **Save**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-W9FF97B7.png)

1. To add the table to the desired report, navigate to **Lasernet** > **Common** > **Reports** and select the report for which we just created a contact record.
2. Open the **Setup** tab in the Action pane and click **Query wizard**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EUSBI405.png)

1. Click **Next** on the wizard until you have reached the **Tables** form. On the right-hand side, select the section to which you want to add the contact information (**CustInvoiceJour** in this case).

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3BW2H1WQ.png)

1. Search for and select **LACCustVendContacts** from the **All tables** list and select the right-pointing arrow to add it to the query.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8EHV544Z.png)

1. Click **Relation/Layout** and give your table a new name under **Data sources**. This step is optional.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-R9ZX99KL.png)

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BANRM3LD.png)

1. To add the relation, select **New** under the **Fields** section, choose **OrderAccount** for the **Related field** section, and **CustVendAC** for the table field. The records from the **Customer/Vendor contacts** table must have the same account number as the report. Click **OK**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-UITNMS57.png)

1. To add some more criteria and select the correct records from the table, click **Next** on the wizard until you reach the **Ranges** form.
2. Select the field **ReportName** from the **Available fields** on the left-hand side list. Select the right-pointing arrow to add the field as a range to the query. On the **Properties** table for the **ReportName** field, click the tool icon to open the Expression Editor.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-MIE5UQOV.png)

1. Click the dropdown menu for the **Select value** field and select **Calculated**. Click the dropdown again and select **ReportName()**. The records from the **Customer/Vendor contacts** table must have the same report name as the report. Click **OK**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-7TZAR7LH.png)

1. Select the field **Active** from the **Available fields** on the left-hand side list. Select the right-pointing arrow to add the field as a range to the query. On the **Properties** table for the **Value** field, select **Yes** from the dropdown. The records from the **Customer/Vendor contacts** table must be active.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Y2BHFVUQ.png)

1. Select the field **Destination** from the **Available fields** on the left-hand side list. Select the right-pointing arrow to add the field as a range to the query. On the **Properties** table for the **Destination** field, select **Email** from the dropdown. The records from the **Customer/Vendor contacts** table must have **Email** as their destination type. Click **Finish**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E1HW346H.png)

1. To then create the predefined destination, select the report and navigate to **Setup** > **Distribution** > **Destinations**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-IPJHP6A3.png)

1. In the **Destinations** form, click **New**. Give your new record a **Description** and the same **Reference type**, **Account code,** and **Destination type**. In the **To** field under the **Email parameters** FastTab, click the down-pointing arrow and select **From code**, as the email must be sent dynamically to the contact set up in the **Customer/Vendor contacts** table.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-W7NTCASJ.png)

1. On the **Value from code** form, click **New** and select the **Customer/Vendor contacts** table from the dropdown. If you rename it, the new name will be available in the dropdown. Then select **Value**, as this is the table field with the email address. Click **OK**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699442324151.png)

1. Mark the record **Active** and click **OK**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699442334535.png)

1. Mark the destination record **Active** and close the **Destinations** form.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699442345493.png)

1. Test the new setup. Navigate to the report in Dynamics and click **Resend**. Select **Lasernet Predefined**. You can also set up a **FALLBACK DESTINATION**. This is optional and is used if the predefined destination does not work. Enable **Force rerun**. Click **OK**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699442357635.png)

1. Navigate to **Lasernet** > **Common** > **Archive** and review the **Destination** information in the printed report. Notice that the email is the same one entered in the **Customer/Vendor contacts** table.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1699442369391.png)

## Customer Contacts

To access the **Customer contacts** page, navigate to **Lasernet** > **Setup** > **Contacts** > **Customer contacts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QSQFVETL.png)

The functionality is designed to provide an overview of all reports and their destinations. Use the Customer Contacts functionality to manage templates for customer reports. You can add, edit, or delete report destinations. These settings are used as templates for all customers.

To view all Customer reports with defined destinations on the **Customer contacts** page, click the **Show all** button available on the Action pane at the top of the page.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-0IFKQYHD.png)

The reports are not accessible in the **Customer contacts** list until they are added to the **Allowed reports** list. To access this list, click the **Allowed reports** button available on the Action pane.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-AQZGU1CH.png)

On the **Allowed reports** page, the user can add a record (including a **Reference type**, **Report name,** and **Destination type**). The user can then proceed to add conditions (values) to any customer contacts.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-S2A2MT3R.png)

If needed, the user can verify or change the security permission for customers on the **Security configuration** page. To find the **Security configuration** page, navigate to **System administration** > **Security** > **Security configuration**. The security privileges for the Lasernet user are **Background print** and **Run reports to Lasernet**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4R0ZERNO.png)

If all security configurations are shown on the page in columns, you must use the scroll bar to view them all. To keep a fixed number of visible columns within the page, click **Restrict hierarchy view to four levels**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-XMH7O0ZZ.png)

## Vendor Contacts

To access the **Vendor contacts** page, navigate to **Lasernet** > **Setup** > **Contacts** > **Vendor contacts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-LOK153D7.png)

The functionality is designed to provide an overview of all reports and their destinations. Use the Vendor Contacts functionality to manage templates for vendor reports. You can add, edit, or delete report destinations. These settings are used as templates for all vendors.

To view all Vendors reports with defined destinations in the **Vendors contacts** page, click the **Show all** button available on the Action pane at the top of the page.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-YDECKDGZ.png)

The reports are not accessible in the **Vendors contacts** list until they are added to the **Allowed reports** list. To access this list, click the **Allowed reports** button available on the Action pane.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-U3LMEGN7.png)

On the **Allowed reports** page, the user can add a record (including a **Reference type**, **Report name,** and **Destination type**). The user can then proceed to add conditions (values) to any **Vendor contacts**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-MVWGX7X5.png)

If needed, the user can verify or change the security permission for vendors on the **Security configuration** page. To find the **Security configuration** page, navigate to **System administration** > **Security** > **Security configuration**. The security privileges for the Lasernet user are **Background print** and **Run reports to Lasernet**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-O2KVWX6E.png)

If all security configurations are shown on the page in columns, you must use the scroll bar to view them all. To keep a fixed number of visible columns within the page, click **Restrict hierarchy view to four levels**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EIEKJWE4.png)