10-31-2011 10:17 AM - edited 10-31-2011 10:35 AM
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.