Add existing contacts to account

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Hi,

I have tried adding an existing contact to an account -
using the contacts list part of the account screen rather
than the primary contact (which does allow a contact
lookup). Is there any way to lookup an existing contact
to add them to this list?

Thanks,
Michael
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Re: Add existing contacts to account by John

John
Tue Jul 13 22:42:53 CDT 2004

you can go into the contact and set the parent account field.

--
John O'Donnell
Microsoft CRM MVP


"Michael" <michaelavw@hotmail.com> wrote in message
news:2c29201c4694d$57a20250$a501280a@phx.gbl...
> Hi,
>
> I have tried adding an existing contact to an account -
> using the contacts list part of the account screen rather
> than the primary contact (which does allow a contact
> lookup). Is there any way to lookup an existing contact
> to add them to this list?
>
> Thanks,
> Michael


Top

Re: Add existing contacts to account by Michael

Michael
Tue Jul 13 23:49:48 CDT 2004

Thanks for your reply. I perhaps was not clear enough
about what I want to achieve.

I would like the ability to have multiple parent accounts
for a contact, and to be able to add existing contacts to
the contacts list in the accounts screen.

A contact may work for more than one company, but it is
undesirable to have to maintain multiple instances of
their contact details.

When ordering I would expect to be able to specify both
the contact and the account, rather than a customer which
can be one or the other.

Regards,
Michael


>-----Original Message-----
>you can go into the contact and set the parent account
field.
>
>--
>John O'Donnell
>Microsoft CRM MVP
>
>
>"Michael" <michaelavw@hotmail.com> wrote in message
>news:2c29201c4694d$57a20250$a501280a@phx.gbl...
>> Hi,
>>
>> I have tried adding an existing contact to an account -
>> using the contacts list part of the account screen
rather
>> than the primary contact (which does allow a contact
>> lookup). Is there any way to lookup an existing contact
>> to add them to this list?
>>
>> Thanks,
>> Michael
>
>
>.
>
Top

Re: Add existing contacts to account by Peter

Peter
Wed Jul 14 03:15:39 CDT 2004

CRM out of the box does not support many to many relationships between
contacts and accounts. There are ISV products that do support rich
relations, including Powertrak Core from www.axonom.com

Peter

"Michael" <michaelavw@hotmail.com> wrote in message
news:2cfa401c4695d$fdf62ae0$a301280a@phx.gbl...
> Thanks for your reply. I perhaps was not clear enough
> about what I want to achieve.
>
> I would like the ability to have multiple parent accounts
> for a contact, and to be able to add existing contacts to
> the contacts list in the accounts screen.
>
> A contact may work for more than one company, but it is
> undesirable to have to maintain multiple instances of
> their contact details.
>
> When ordering I would expect to be able to specify both
> the contact and the account, rather than a customer which
> can be one or the other.
>
> Regards,
> Michael
>
>
> >-----Original Message-----
> >you can go into the contact and set the parent account
> field.
> >
> >--
> >John O'Donnell
> >Microsoft CRM MVP
> >
> >
> >"Michael" <michaelavw@hotmail.com> wrote in message
> >news:2c29201c4694d$57a20250$a501280a@phx.gbl...
> >> Hi,
> >>
> >> I have tried adding an existing contact to an account -
> >> using the contacts list part of the account screen
> rather
> >> than the primary contact (which does allow a contact
> >> lookup). Is there any way to lookup an existing contact
> >> to add them to this list?
> >>
> >> Thanks,
> >> Michael
> >
> >
> >.
> >


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