Can a contact to be associated to more that one account or s
Hi support.
I've decidied to use your tool and I'm evaluating it now. I've got a problem with accounts,subaccounts and contacts.
In my company, we work with partners. These partners have custumers and a partner technician normally report us all requests from their customers by emal.
We receive requests from the partner technician from the same e-mail adress , but every request must be assigned to a different account.
With version 7 I've used the subaccount functionality. I put the patner technician as a contact of the Partnert account, and create a subaccount for every client under this partner account. Then when I will receive a request by email from this technician I want to assign the request to the partner account and client subaccount. But it doesn't work becouse I can not assing the subaccount to this request. ( I can do it but my selecction has not effect ). A request only can assig to an account or a subaccount, but not to account and subaccount at the same time.
How can I solve this problem ?
Am I doing something wrong ?
Thnaks in advance and regards.
I've decidied to use your tool and I'm evaluating it now. I've got a problem with accounts,subaccounts and contacts.
In my company, we work with partners. These partners have custumers and a partner technician normally report us all requests from their customers by emal.
We receive requests from the partner technician from the same e-mail adress , but every request must be assigned to a different account.
With version 7 I've used the subaccount functionality. I put the patner technician as a contact of the Partnert account, and create a subaccount for every client under this partner account. Then when I will receive a request by email from this technician I want to assign the request to the partner account and client subaccount. But it doesn't work becouse I can not assing the subaccount to this request. ( I can do it but my selecction has not effect ). A request only can assig to an account or a subaccount, but not to account and subaccount at the same time.
How can I solve this problem ?
Am I doing something wrong ?
Thnaks in advance and regards.