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Tracking Relationships Between AccountsBefore you begin. This feature is specific to the CRM On Demand Financial Services Edition. When you want to track relationships between accounts, store the information in the Account Relationship pages. For example, you might want to track investor or affiliate relationships for this account. To do so, first link the account whose relationship you want to track to this account record. (You can link as many accounts as you want.) Then define the relationship and add any other pertinent information. Before you begin. Create an account record for each organization you want to link to the account. This feature might not be available in your version of the application. To track relationships between accounts
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Published May 2008 |