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Contacts in multiple accounts? RRS feed

  • Question

  • Okay so i have an issue..

    We currently are redoing our account structure to this below: This is an example of the company i am doing, most will have variable levels

    level 1 : Head Office
    level 2 : District
    level 3 : Field

    Now the problem i run into is this. How would i get a contact with more then one field? For example i have 15 fields under a district and some person might go between 2 or 3 fields. I could add them to the district but then it would not be precise enough.

    Other then completely redoing the relations how might i get around this?

    My only option i can possibly think of is adding a primary Field and adding the others under Addresses but we aren't currently planning to use this or ask people to look there.
    Monday, February 1, 2010 10:29 PM

Answers

  • Use Relationship Roles, its a built-in N:N for Accounts and Contacts.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, February 2, 2010 8:09 PM
    • Marked as answer by boris37 Tuesday, February 2, 2010 8:56 PM
    Tuesday, February 2, 2010 8:09 PM

All replies

  • Adding a Many to Many relationship will give you the ability to parent Contacts with more than one Account.


    Jerry http://www.crminnovation.com
    Monday, February 1, 2010 10:48 PM
  • do you want to filter the records as you progress down with your hiarchy?

    look at the pseudo filtered lookup and then having N:N to contact will help.
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Tuesday, February 2, 2010 5:32 AM
  • There are the Relationship Roles.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, February 2, 2010 10:51 AM
    Tuesday, February 2, 2010 10:51 AM
  • I added a many to many and it still doesn't want to function, hence why i asked... guess i should have specified that first.

    I added a N:N on ... the account entity and it still does want to work. I added contact_account.

    Is there something i am doing wrong or am i just adding it in the wrong place and not understanding...

    I also added similar account_contact on the contact entity, still nothing. I'm so confused :S
    Tuesday, February 2, 2010 3:19 PM
  • Use Relationship Roles, its a built-in N:N for Accounts and Contacts.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, February 2, 2010 8:09 PM
    • Marked as answer by boris37 Tuesday, February 2, 2010 8:56 PM
    Tuesday, February 2, 2010 8:09 PM