Newbie Question re: Primary Account Contact

I'm entering our live clients into CRM in preparation to going live.
Part of this process is combining data held in multiple systems into a
single "definitive" dataset in CRM.

When entering an account, I select the primary contact from the
contacts. When I view this contact in Contacts, the Parent ID is
blank. I've linked the contact to the Account by setting the Parent
ID.

However, when I run an Account Summary report, the Primary Contact is
listed both as a Primary Contact as well as an additional contact.

Is this default behaviour or should I not link the Contact to the
Parent ID, just leave the Account with the Primary Contact.

TIA

Mike

Merijn
Fri Oct 12 01:33:00 PDT 2007

Hi,

The behavior you discribe is correct. In the report shown to you, the
primary contact: all details are shown. Next there is a list of contacts
belonging to the account (less details shown).

My advise is to always set the parent account of contacts. Also set the
primary contact field. This way the primary contact: more details are shown
on the report.

When you enter a contact on an account, the parent field is filled in
automatically on the contact!

Best regards,

Merijn

"Mike B" wrote:

> I'm entering our live clients into CRM in preparation to going live.
> Part of this process is combining data held in multiple systems into a
> single "definitive" dataset in CRM.
>
> When entering an account, I select the primary contact from the
> contacts. When I view this contact in Contacts, the Parent ID is
> blank. I've linked the contact to the Account by setting the Parent
> ID.
>
> However, when I run an Account Summary report, the Primary Contact is
> listed both as a Primary Contact as well as an additional contact.
>
> Is this default behaviour or should I not link the Contact to the
> Parent ID, just leave the Account with the Primary Contact.
>
> TIA
>
> Mike
>
>