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Contact in multiple Accounts. RRS feed

  • Question

  • The CRM contemplates that an account have multiples contacts.

    Sometimes we need a contact is available in vaious accounts. Is it possible? Thanks.


    Pedro Gómez
    Saturday, January 14, 2012 12:18 PM

All replies

  • You can only join one contact to one account in standard. But as a workaround I suggest to add the contact to the account he/she is working for (or the most he/she is working for) and then use the new connection function to join this contact to other accounts in different roles (e.g. a consultant that works for different accounts). This way you won´t have duplicate contacts.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Certified Technology Specialist
    Saturday, January 14, 2012 12:30 PM
  • Hi,

    Do you mean is it possible to have a contact that is related to multiple accounts other than just the 'parent account'?

    If so - you could create a custom 1:N relationship in the same way that the 'Sub-Contacts' relationship is created:

    From the contact form:

    Customize(Tab)-Customize Entity->1:N relationships->New:

    Related Entity: Account

    Display Name: Accounts

    Alternatively, you could use the 'Connections' pre-existing relationship to add a connection to multiple accounts.

    hth,

    Scott


    www.develop1.net
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
    Saturday, January 14, 2012 12:32 PM
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