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subcategories within one contact

New Member
Posts: 2
Country: Canada

subcategories within one contact

[ Edited ]

Hello,

 

I am wondering how I can manage different projects that one contact of mine is involved in. One customer of mine places multiple orders with me every year. I deal with the same person through email correspondence in regards to sorting out the details of each order. How do I seperate each order, yet keep it all under the same contact. I need to have each order, with its individual history, email correpondence and attached documents  in a subcategory on its own under the contact.

 

Thank you for your help.

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: subcategories within one contact

Have you looked into the opportunity section. You can have multiple opportunities attached to a single contact record.

 

Thanks

-- Jim Durkin

New Member
Posts: 2
Country: Canada

Re: subcategories within one contact

Brilliant! Opportunities was exactly what I was looking for.