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Many Accounts to 1 contact RRS feed

  • Question

  • Hi

    We have a contact who is our main contact for a number of accounts.  Although the contact is associated with the parent account we would like them to be associated with each sub account in order to seperate the activities.  Can this be done?

    thanks
    Thursday, July 23, 2009 9:33 AM

Answers

  • Hi, you can define Relationship Role between Accounts and Contacts.
    Thursday, July 23, 2009 9:45 AM
  • Yes, that's the better (and easier) approach - create the relationship role, but asociate the activities with the accounts.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, July 23, 2009 10:48 AM
    Moderator
  • Hi Gzegorz -

    I've seen that done at one customer's implementation - but the customer found that the result was more confusion rather than less - and we spent a lot of time cleaning up the data after the fact.

    Using the 'regarding link' and associating it with the account seems to be the most direct method of keeping different lines of communication associated with the topics / accounts in question.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, July 23, 2009 11:13 AM
    Moderator

All replies

  • Hi, you can define Relationship Role between Accounts and Contacts.
    Thursday, July 23, 2009 9:45 AM
  • Hi

    yes thanks looked at this but not what we wanted.  Worse case will be to assign relationship role and assign the activities against the account rather than the contact.
    Thursday, July 23, 2009 10:20 AM
  • Yes, that's the better (and easier) approach - create the relationship role, but asociate the activities with the accounts.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, July 23, 2009 10:48 AM
    Moderator
  • Maybe duplicating the contact is an option (using sub-contacts)...
    Thursday, July 23, 2009 10:59 AM
  • Hi Gzegorz -

    I've seen that done at one customer's implementation - but the customer found that the result was more confusion rather than less - and we spent a lot of time cleaning up the data after the fact.

    Using the 'regarding link' and associating it with the account seems to be the most direct method of keeping different lines of communication associated with the topics / accounts in question.
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, July 23, 2009 11:13 AM
    Moderator
  • Yes, it could be confusing when there are many records.

    Associating activities with an account and treating these activities logically as related to primary contact is the easiest (maybe the best) option.
    Thursday, July 23, 2009 11:25 AM
  • The primary contact lookup can be from outside the account's contacts so it sounds like a perfect use for this lookup. No need for additional relationships or dupe contacts, it should just work.

    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 Thursday, July 23, 2009 6:21 PM
    Thursday, July 23, 2009 6:21 PM