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Wim
Apprentice
Posted
The following scenario occurs:

Person X who is a friend & client is using one and the same email address. We have made one contact record (categorised as a friend) and one as an organisation. When emails come in only the "friend" record shows, but instead we would like it to be the organisation's linked project/opportunity.

In DL we have linked the "friend" record to the "organisation" and vice versa.

The fix is to link the "friend" record to the project or opportunity - but you would expect DL to do this as the links are already, albeit indirectly, established.

Is there a different method to establish this without having to link multiple records (from the same person) to all applicable projects, opportunities & tasks?
 
Posts: 4 | Registered: November 06, 2008Reply With QuoteEdit or Delete MessageReport This Post
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