Wednesday, April 28, 2010

MSCRM: Account Relationship to Contacts

Do you know about the special relationship between Accounts and Contacts?

You can use the relationship between Accounts and Contacts to make adding new contacts easier and more efficient. Follow the steps below when adding a contact:

* Create or open an Account
* Select Contacts from the Left Navigation Bar
* Click New > the contact will contain the Account address

Note: The address from an Account or Parent Account are copied automatically into a new contact record. This address can then be modified as needed.

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