Create Business Relations Between Contacts


I work with many clients who have layers of business contacts. A common requirement is to link contact to contact records from different sites via some type of relationship. These could be work related for employment details for people such as managers, etc. Or they could be company related as...

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Category: Opportunity Management (8)

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Under Review

Add Link & Name to Referenced Relation on Related Info


When viewing list of Related Customer/Vendor/Bank Acc. in the Related Information section of the Navigate Ribbon on the Contact Card, if there is only one relationship, the button takes you to the related record. However if there is more than one relationship, then it gives you a list of relatio...

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Category: General (466)

STATUS DETAILS
Under Review