Quotes/Orders

I am somewhat confused, and am hoping that someone who has been using CRM
regularly, may shed some light.

When creating an opportunity/quote/order it would appear that you can only
do it against an account OR a contact. To me, it would seem that you would
have to create the item against the account, and then associate appropriate
contacts, but when selecting associate contacts, it does not filter to
contacts particular to the account. This is crazy, as there are sometimes
contacts with the same names from different accounts, and it would be
possible for a user to incorrectly associate a contact.

Is there any way of filtering the association FIND window to only show
contacts relevant to the account??

Cheers

Chris

Raymond
Fri Feb 13 11:03:58 CST 2004

You still can search those relationship by using "Advanced
Search", you will find they are great there.

>-----Original Message-----
>I am somewhat confused, and am hoping that someone who
has been using CRM
>regularly, may shed some light.
>
>When creating an opportunity/quote/order it would appear
that you can only
>do it against an account OR a contact. To me, it would
seem that you would
>have to create the item against the account, and then
associate appropriate
>contacts, but when selecting associate contacts, it does
not filter to
>contacts particular to the account. This is crazy, as
there are sometimes
>contacts with the same names from different accounts, and
it would be
>possible for a user to incorrectly associate a contact.
>
>Is there any way of filtering the association FIND window
to only show
>contacts relevant to the account??
>
>Cheers
>
>Chris
>
>
>.
>

Matt
Fri Feb 13 12:20:40 CST 2004

Chris,

Believe it or not, the way it works does actually make sense. For
some businesses that are B2C, there won't be an Account in the mix at
all. For others, even though their B2B, they want the sales records
tied to the Contact so the system knows who to send email, etc to.
Also, in this case, there are times where you will have a contact for
a sale that is not directly associated with the Account. Imagine a
case where there is an outside consultant that you are conversing with
regarding an opportunity. That consultant doesn't work for the
Account, but you want to associate him with the oppy anyways.

Unfortunately, in this release, there is no built-in way to apply the
filter you are looking for. It would be a nice feature though to have
something like a radio button that would toggle this on or off.

Matt

On Fri, 13 Feb 2004 14:05:17 +1100, "Chris Ericoli"
<cericoliNO_SPAM@famill.com.au> wrote:

I am somewhat confused, and am hoping that someone who has been using
CRM
regularly, may shed some light.

When creating an opportunity/quote/order it would appear that you can
only
do it against an account OR a contact. To me, it would seem that you
would
have to create the item against the account, and then associate
appropriate
contacts, but when selecting associate contacts, it does not filter to
contacts particular to the account. This is crazy, as there are
sometimes
contacts with the same names from different accounts, and it would be
possible for a user to incorrectly associate a contact.

Is there any way of filtering the association FIND window to only show
contacts relevant to the account??

Cheers

Chris

anonymous
Sat Feb 14 14:19:04 CST 2004

No, you can't filter the contact/account lookup fields.
But this isn't all that bad. We tell our users that
their process should be to assoiate opportuities with
contacts. You can then view these opportunities against
the contact, and also the account they are linked to via
the parent account field.

So, to make sure you picked contacts from that account,
you could open the account, click on the contacts side
tab to find all contacts linked to this account. Open
the correct contact and select Actions | Add related |
Opportunity.

BTW, it's not crazy to not filter: in a reseller market,
you may want to associate a contact from the reseller
org, while attaching the oppy to the end-user account.

HTH,

Dave

>-----Original Message-----
>I am somewhat confused, and am hoping that someone who
has been using CRM
>regularly, may shed some light.
>
>When creating an opportunity/quote/order it would appear
that you can only
>do it against an account OR a contact. To me, it would
seem that you would
>have to create the item against the account, and then
associate appropriate
>contacts, but when selecting associate contacts, it does
not filter to
>contacts particular to the account. This is crazy, as
there are sometimes
>contacts with the same names from different accounts,
and it would be
>possible for a user to incorrectly associate a contact.
>
>Is there any way of filtering the association FIND
window to only show
>contacts relevant to the account??
>
>Cheers
>
>Chris
>
>
>.
>