Customer Mapping Removed Automatically After Editing or Importing the Customer

This article helps you to find the solution if you have a scenario such as a customer mapping is automatically removed while editing or importing the customer.

In the below screenshot, you can see the employees mapped to the customer named Spoors. If you edit or import the customer, then mapped employees get removed automatically.

After editing a customer, the employee "Himanshu Joshi" is removed automatically from the customer Spoors. Refer to the below screenshot for your reference.

If the customer has Customer Type and Territory, then the employee mapped to the customer should also have the same Territory and Customer Type.

In the below screenshot, the customer "Spoors" has both Customer Type and Territory. The employee who you are mapping to this customer should also have the same Customer Type and Territory. Then it avoids the auto removal of the employees from the customer when you edit or import.