Re: Add existing contacts/vendors to a Customer's contacts

Method_Adam — Mon, 05 May 2014 13:40:35 GMT

Hi Michele,

Sorry for late reply. To answer your question, unfortunately a contact can only be associated with one customer/vendor/lead at a time. You can change the association however. Each contact is linked to an Entity (fancy word for a customer/vendor/lead) through a dropdown field. You can change the association by selecting a different entity.

You will need to customize a screen to do this or create a new screen. You can reverse engineer our CRM_ActivityType screen and create a similar screen based on the Contacts table instead of the ActivityType table.

Hope this helps,

- Adam

Add existing contacts/vendors to a Customer's contacts

Michele. — Tue, 29 Apr 2014 17:56:47 GMT

Is there anyway to link an existing contact (a lead or vendor or company, or a contact associated w/ another company) to an existing Customer's contacts?

I work with and collaborate with my own vendors and outside professionals/companies on multiple unrelated jobs for different customers. Typically I work with a Customer on only one job, and then that customer becomes inactive. But some contacts that were associated with that customer should not be inactive, I have other customers associated with that professional, and I'd like to see a history of our working relationship. How do I relate contacts to more than one customer?

Currently, I have to enter the same professional's contact info in to mulitple customer contact lists. It doesn't seem possible to select an existing contact, customer, vendor or lead to a separate customer contact list. Is there a way around this?

thanks!

Method:Classic General Q&A

Re: Add existing contacts/vendors to a Customer's contacts

Add existing contacts/vendors to a Customer's contacts