08-13-2010 09:39 AM
Why both options? Relate to and Associate with?
Can someone suggest best way to Link/Associate/Relate MULTUPLE CONTACTS TO A SINGLE OPPORTUNITY?
In my staffing add-on product, Creating Opportunity,
I Associate my Client(Customer) Company Contact record to their respective Opportunity record
And using Relate To option, I can relate my Job Seekers Contact record to my Client Contact record, but not the Opportunity record belonging to that Client contact. Makes things more complicated and still does not show desired visual result.
what up wit dat?
Why not one option to do all the associating or relating or linking?
Making major progress though - Cheers - FSB
PS; Still in this 2010 version,
if you have multiple database's and you change/customize the contact column view in one, it messes up the column view in the other d.b... I hope this is finally resolved in 2011 version please.