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Contacts / Connection which way to go

Posted on by Microsoft Employee

I am trying to figure out the best way to relate contacts to multiple companies. The issue I am having is you can only relate a contact to a single primary account. I would like to be able to have a contact and relate them to multiple companies. I have a contact who is an IT vendor who handles the IT services for multiple accounts. When I try to add the contact to more than one account it fails saying a contact can only have 1 primary account.

Connections

I am looking at using connection to relate the contacts to multiple accounts however when I go to select a primary contact in a service activity or case it will not sort it under the contact view/related contacts.

Anyone have any ideas on the best way to accomplish this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Contacts / Connection which way to go

    I think I got it, your assistance has been so helpful? If you dont mind I have 1 last question. When you want to remove the contact from the account how do you do that? If I try to deled it want to delete the actual contact?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Contacts / Connection which way to go

    By using a grid on the account page I was able to view and select existing contacts. My question is if I am on the account page and I select an existing contact how can I get that to reflect on the contacts page? e.g. it should show all the related accounts? Thanks for the help.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Contacts / Connection which way to go

    I like that, I created the N:N Relationship but not sure how to set the form up? What object type would I use on the contact form in order to allow for adding multiple accounts to the contact?

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