Contact in multiple Accounts.

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  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.

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  Carsten Groth http://carstengroth.wordpress.com Microsoft Certified Technology Specialist

  Saturday, January 14, 2012 12:30 PM
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  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

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  Saturday, January 14, 2012 12:32 PM

  Answerer