Hi, I have the following problem and would really appreciate some help. The problem is related to contacts and incidents/cases and the scenario is explained below. User A belongs to Business Unit A. User B belongs to Business Unit B. User A has contacts and incidents/cases which they own. User B has...

Hello, This is my first post here so, here I go with my first two basic questions, and finally the "special" one 8-D By the way, It was frustrating to try to make images appear on the preview (mce's editor gave me security errors, and even editing html did not show the image) , so I finally...

Hi there, I've just about finished building a CRM for internal use and would like to make a shop/user management website that interacts over the internet with the CRM. 1. The CRM is going to be on the same server as the website. 2. I am administrator I'm just having a lot of trouble tracking...

Can you use the Relationship Roles Function? Go to Settings|Business Management|Relationship Roles. This should allow you to create relationships between one contact and multiple accounts.

How can you update general information (ie. Address, Phone number) of an account and have all contacts associated with that account automatically update as well. Also, if you were to create a contact, and later assign them to a parent customer, how can you have the general information of the parent account...

Thanks Mitch, Good second point to know. Any ideas why the contact update did not insert the propoer calue into the Parent Customer and how I can correct it? Thanks, Tony