Account and Contacts both in a Phone Call

In my scenario I have to track down both Contact and account for a
phone call. That means whenever I make a phone call, I want to Track
down To which contact the call was made and for which account. In my
scenario one contact is related with many employers. Also its observed
that relationships cannot be set for Phone Call and because of this
even if i create a custom entity it does not solve my problem.

Any help plz...

Patrick
Wed May 17 04:10:02 CDT 2006

A phone call can have multiple recipients and/or senders. And it is allowed
to select accounts, contact, users and leads or a combination.
--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl


"Subhash" wrote:

> In my scenario I have to track down both Contact and account for a
> phone call. That means whenever I make a phone call, I want to Track
> down To which contact the call was made and for which account. In my
> scenario one contact is related with many employers. Also its observed
> that relationships cannot be set for Phone Call and because of this
> even if i create a custom entity it does not solve my problem.
>
> Any help plz...
>
>

Subhash
Wed May 17 05:08:47 CDT 2006

Thanx for reply.

But I observed that if the phone call is incomming then sender lookup
can contain only one record, i.e. either account or contact (and
ideally its correct :-)) that is why i want some other smart way which
can let me know how much calls have been received or made for a
perticular contact, and for a perticular account (both)

Expecting help.

davidfronk10
Wed May 17 10:40:08 CDT 2006

Try using the Regarding field. Your incoming sender will be the
contact but then you just include in the Regarding field the account
that it relates to. That's the purpose of the Regarding field. If
there are other things like Opportunities that you are supposed to use
in the Regarding field you're just going to have to weigh your options.
Decide which is more important, knowing the relation to the
Opportunity or the relation to the Account.

Those are the constraints unless you get into major customization.

Good luck,

Fronk

Subhash
Thu May 18 01:28:35 CDT 2006

Thanx a lot,

I did the the same way..

Subhash