contact roles? RRS feed

  • Question

  • Hello, the app I'm working on has users and contacts. One or more users may belong to a team. Based on the nature of the particular business environment I work in, a contact may have the same logical role(s)/team(s) as a user in some scenarios. However, only users (not contacts) can be associated with teams and roles in CRM.

    We have managed this scenario in the past by adding a "Contact Type" section to the Contact form. This section has a set of checkboxes for different roles like "Is [Role1]", "Is [Role2]", etc. Can you think of a more structured/native way to manage these associations in CRM?

    Tuesday, May 6, 2014 12:45 AM