hi,I know how to relate a contact to another company. This is fine. I do this and go to company B, click on the 'related entries tab' and there it is. My question is how do people know that the contact from company A has been related when looking at company A. e.g bob works for company A, he is related to company B. A max user goes to company B clicks on related entries and he can see bob is a related entry from company A. A new user user goes to company A. How can he / she know that bob is related to company b without a) knowing this was done or b) gonig through every note / contact.
In the View bar of the Contacts window, next to the Column Setup button (Which is next to the View Filter drop-down box) is the Related Entries button. If there are no Related Entries for the current company then this button is greyed out. If there are related entries then this button is lit up and clicking it opens the related entries window.
quote:Originally posted by boris: hi,I know how to relate a contact to another company. This is fine. I do this and go to company B, click on the 'related entries tab' and there it is. My question is how do people know that the contact from company A has been related when looking at company A. e.g bob works for company A, he is related to company B. A max user goes to company B clicks on related entries and he can see bob is a related entry from company A. A new user user goes to company A. How can he / she know that bob is related to company b without a) knowing this was done or b) gonig through every note / contact.
I hope this is clear. Thanks
Mark Avis
Posts: 30 | Location: Auckland, New Zealand | Registered: April 05, 2001
quote:Originally posted by CRM 3000 Ltd: In the View bar of the Contacts window, next to the Column Setup button (Which is next to the View Filter drop-down box) is the Related Entries button. If there are no Related Entries for the current company then this button is greyed out. If there are related entries then this button is lit up and clicking it opens the related entries window.
Tick the box these entries are also related in reverse order, when you make the link. This way contact a has contact b in its related entry list and contact b has contact a in its related entry list.
