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MelMavro asked a question on 18 Jun 2013 1:05 PM

Is there any way to clean up the contacts so they can be under one group.  Example if Joe and Larry are with Hopp Hospital, can I create a Healthcare contact and under healthcare have Hopp Hospital and under Hopp Hospital have Joe and Larry?  

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Suggested Answer
Jason Lattimer responded on 18 Jun 2013 1:15 PM

You could use the Parent fields on Account an Contacts to create a hierarchy. You would have to be a little careful as an Account can only have a parent of another Account while a Contact can have a parent of an Account or another Contact.

But from what you are describing it might be better to assign some sort of categorization to your Accounts (assuming your hospital record is an Account). Contacts would have a parent of an Account and the Account would be placed into a category for sorting.

Jason Lattimer
My Blog -  Follow me on Twitter -  LinkedIn

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Suggested Answer
Jason Lattimer responded on 18 Jun 2013 1:15 PM

You could use the Parent fields on Account an Contacts to create a hierarchy. You would have to be a little careful as an Account can only have a parent of another Account while a Contact can have a parent of an Account or another Contact.

But from what you are describing it might be better to assign some sort of categorization to your Accounts (assuming your hospital record is an Account). Contacts would have a parent of an Account and the Account would be placed into a category for sorting.

Jason Lattimer
My Blog -  Follow me on Twitter -  LinkedIn

Reply