1 Reply Latest reply: Feb 16, 2014 7:38 PM by Christopher L Rogers RSS

    CRM Resources

    Webgroove Community Member
    Webgroove Feb 4, 2014 9:40 AM

      Hi,

      I am relatively new to BC and have been trying to get my head around the CRM feature, in particular the use of customer vs company or customer and company. 

      I have looked through a number of resources online and can see how these records are created, relationships created etc, however, am still not clear on the best approach.

      Often you will deal with a person (customer) who may be an owner of one or more companies. 

      When recording tasks, opportunities etc sometimes these may relate specifically to the customer whereas on other occasions it may be more appropriate to be recorded under the company (this may become important if the business were sold and you continue to work with the new owner - if all records for the company were linked to the previous owner the history would be lost)

      I have a number of other areas where I am not clear exactly clear how all records are neatly tied together e.g multiple contacts from one company etc. 

       

      As mentioned I have looked at a number of tutorials online but nothing I have found covers the link between customer/company records particularly well (apart from that a relationship can be created - which I have done on a test). If anyone knows of other resources that would be useful that would be much appreciated.

       

      Thanks,

      Mark

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        • 1. Re: CRM Resources
          Christopher L Rogers Community Member
          Christopher L Rogers Feb 16, 2014 7:38 PM (in response to Webgroove)

          As far as I know the records created referencing the client will remain with the client as the clients Unique ID will be the key used in history to related these entries. Equally, the records recorded referencing the Company will remain with the Company as the Company's Unique ID will be the key that relates those data entries.

           

          This being the case when a new owner is associated with an existing company you should be able to review all historical records for that Company and expect to see the records entered for both the old owner and the new owner.

           

          However, those records that are related to the owner specifically will not be visible by looking at the company because those records are not related to the company but rather to the individual.

           

          If you want data entires to be available regardless of company ownership then those entries should be added to the Company rather than the client (individual) then all records will be available by looking at the company's history.

           

          If you want the data entry to be related to the client only then add those entires to the client (individual) and they will be available by looking up the cleint's history.

           

          Hope this helps in some small way!

           

          Cheers,

          Christopher L. Rogers

          Quantum Leap OBS LLC.