Accounts vs Contacts and their relationship

Trying to figure out how the account and contact information is linked? You
can create an account and associate it with a primary contact but when you
go to the contact the account information isn't there and you have to
associate it back to the account. Seems like an awful lot of work?

kwagner@nltch.com

Matt
Wed Jul 16 18:06:53 CDT 2003

Yes and no.

This actually allows you to provide a "primary contact" that doesn't
actually work at the account. Not as intuitive as you might expect, but
actually a nice feature.

"Kerri" <shoe@nlci.com> wrote in message
news:%23uorcH%23SDHA.1920@TK2MSFTNGP11.phx.gbl...
Trying to figure out how the account and contact information is linked? You
can create an account and associate it with a primary contact but when you
go to the contact the account information isn't there and you have to
associate it back to the account. Seems like an awful lot of work?

kwagner@nltch.com

Kerri
Thu Jul 17 09:02:40 CDT 2003

So how do you keep track of activities by account?

Scenerio...
I have a meeting with a client named Bob at Acme. Do I create an activity
based on the account Acme or the contact Bob? If I do Bob and then look at
all activites for my Account Acme it doesn't show anything.



"Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
news:eSfWg7%23SDHA.3796@tk2msftngp13.phx.gbl...
> Yes and no.
>
> This actually allows you to provide a "primary contact" that doesn't
> actually work at the account. Not as intuitive as you might expect, but
> actually a nice feature.
>
> "Kerri" <shoe@nlci.com> wrote in message
> news:%23uorcH%23SDHA.1920@TK2MSFTNGP11.phx.gbl...
> Trying to figure out how the account and contact information is linked?
You
> can create an account and associate it with a primary contact but when you
> go to the contact the account information isn't there and you have to
> associate it back to the account. Seems like an awful lot of work?
>
> kwagner@nltch.com
>
>
>

John
Thu Jul 17 10:00:16 CDT 2003

You've hit the old where is the 360 degree view issue...
One feature missing in MS CRM is the ability to see all information about an
account regardless of where you entered it. In your case if you enter
activities under contacts then they dont appear under the account etc.

the solution while your waiting for microsoft to implement it is to look at
ana addon from www.c360.com which appears to give the functioanlity you need



"Kerri" <shoe@nlci.com> wrote in message
news:emzfxBHTDHA.2180@TK2MSFTNGP12.phx.gbl...
> So how do you keep track of activities by account?
>
> Scenerio...
> I have a meeting with a client named Bob at Acme. Do I create an activity
> based on the account Acme or the contact Bob? If I do Bob and then look
at
> all activites for my Account Acme it doesn't show anything.
>
>
>
> "Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
> news:eSfWg7%23SDHA.3796@tk2msftngp13.phx.gbl...
> > Yes and no.
> >
> > This actually allows you to provide a "primary contact" that doesn't
> > actually work at the account. Not as intuitive as you might expect, but
> > actually a nice feature.
> >
> > "Kerri" <shoe@nlci.com> wrote in message
> > news:%23uorcH%23SDHA.1920@TK2MSFTNGP11.phx.gbl...
> > Trying to figure out how the account and contact information is linked?
> You
> > can create an account and associate it with a primary contact but when
you
> > go to the contact the account information isn't there and you have to
> > associate it back to the account. Seems like an awful lot of work?
> >
> > kwagner@nltch.com
> >
> >
> >
>
>

Jacqui
Thu Jul 17 12:43:17 CDT 2003

There is also another workaround (although I think we're
going to go the www.c360.com route) but you can insert
both the account and the contact name in the activity
manually. This solution requires each user to
actively "invite" all accounts/contacts that they want
the activity to appear under.

>-----Original Message-----
>You've hit the old where is the 360 degree view issue...
>One feature missing in MS CRM is the ability to see all
information about an
>account regardless of where you entered it. In your case
if you enter
>activities under contacts then they dont appear under
the account etc.
>
>the solution while your waiting for microsoft to
implement it is to look at
>ana addon from www.c360.com which appears to give the
functioanlity you need
>
>
>
>"Kerri" <shoe@nlci.com> wrote in message
>news:emzfxBHTDHA.2180@TK2MSFTNGP12.phx.gbl...
>> So how do you keep track of activities by account?
>>
>> Scenerio...
>> I have a meeting with a client named Bob at Acme. Do
I create an activity
>> based on the account Acme or the contact Bob? If I do
Bob and then look
>at
>> all activites for my Account Acme it doesn't show
anything.
>>
>>
>>
>> "Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com>
wrote in message
>> news:eSfWg7%23SDHA.3796@tk2msftngp13.phx.gbl...
>> > Yes and no.
>> >
>> > This actually allows you to provide a "primary
contact" that doesn't
>> > actually work at the account. Not as intuitive as
you might expect, but
>> > actually a nice feature.
>> >
>> > "Kerri" <shoe@nlci.com> wrote in message
>> > news:%23uorcH%23SDHA.1920@TK2MSFTNGP11.phx.gbl...
>> > Trying to figure out how the account and contact
information is linked?
>> You
>> > can create an account and associate it with a
primary contact but when
>you
>> > go to the contact the account information isn't
there and you have to
>> > associate it back to the account. Seems like an
awful lot of work?
>> >
>> > kwagner@nltch.com
>> >
>> >
>> >
>>
>>
>
>
>.
>