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Adding more than one Parent Customer to a contact RRS feed

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    Hi all, i hope someone can help.I am trying to associated a contact to more than one account.

    When i try and select multiple accounts with the tick boxes it doesnt work, and when i hold control and click multiple it says "you can select only 1 row"

    Is there a way around this? Thank you for any help.

    Tuesday, February 25, 2014 11:10 AM

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    Hi Cutterchoice,

    You can only have one parent account for a contact. Clicking control won't allow you to select multiple ones as that is not what Dynamics CRM provides.

    What I would suggest, however, is exploring the "Connections" feature in Dynamics CRM using which you can achieve what you want, but then again Connections are used for a very specified reason.

    Tuesday, February 25, 2014 5:58 PM

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    Hi Cutterchoice,

    You can only have one parent account for a contact. Clicking control won't allow you to select multiple ones as that is not what Dynamics CRM provides.

    What I would suggest, however, is exploring the "Connections" feature in Dynamics CRM using which you can achieve what you want, but then again Connections are used for a very specified reason.

    Tuesday, February 25, 2014 5:58 PM
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    Thanks for the help Dynamotion, I’ll take a look at Connection.

    The main reason for wanting to add two, or even one as a parent and one secondary, is if a customer works for both accounts. As a supply teacher(contact) for example may work for two agencies(accounts).

    Tuesday, February 25, 2014 6:27 PM
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    Hi Cutterchoice,

    Looking at your requirement, Connections is what is exactly to be used in your case. It has been provided for the reason you mentioned. Just have a look at Connections and I'm sure you'll like it.

    Tuesday, February 25, 2014 6:47 PM
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    You can use to create new 1:N relationship between contact and account.

    It required little customization ,and then you can associate contact to more then one account.

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Wednesday, February 26, 2014 8:13 AM