|
|
|||
|
|||
|
When setting up a company, I add an account with company details only. Then add contacts associated with the company. When you all add residential customers, do you add a single account for the family, then add contacts? What if there is only one primary contact? Should we keep it uniform and add an account and contact for a single person or just one entry? Thanks.
|
|
|
|||
|
|||
|
Hi JoshuaB,
our input on this - each account can be a company, a private contact or any other kind of contact you wish to keep in the system. For each account record, you can define the company name (optionally) and the main contact person in the account's details. When you have an account with only one main contact (this can be a company or a family), you can simply set the contact details in the main account's contact (in the General tab). This way you will see this person in the account list and will be able to define their details, such as email and address, in the main account information. Defining a secondary contact is usually required when you have more than a single person in this company/family which you want to keep in the system. You can always keep the main contact's information in the main contact details, and add the others as secondary contacts. I hope this helps to make it clearer. Neta |