Out to open ACCOUNT directly from a BUSINESS CONTACT

  • Thread starter Thread starter Raiford Brookshire
  • Start date Start date
R

Raiford Brookshire

I am trying to open the parent ACCOUNT from a BUSINESS CONTACT ???

Also, from on OPPORTUNITY I would like to get back to a contact or account.

Is this possible???
 
By clicking on the Account in the Contact does take you to the Account, But
when you are in a child items like Task, Opportunity, etc. How can we get
back to the parent (Contact or Account) ???

this would be nice if you are going through the opportunity window to open
an oppotunity and then go directly to the Contact to follow up. same with
the Task.
 
Link it back by using the Contact link at the bottom of the form when
creating task/opportunity items.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Filtering for a parent account category while in business contacts - BCM Outlook 2007 0
Can I link a single project to multiple accounts / business contac 1
Change default folder from Account to Business Contact 1
Business account window is wrong 1
How do I view the linked contacts to a business account (2007)? 1
Busness Contact Manager Error 5
Linking Business Contacts and Accounts 1
I would like to link a single Business Contact to multiple Account 2

Back
Top