April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Contacts Associated with Accounts
The Contacts area shows the Contacts that are associated with the selected Account. This is different than the regular Contacts area, which has all Contacts, regardless of whether they are associated to an Account or not.
By default, no Contacts are associated with a new Account, and you have to either add a new Contact or add an existing Contact.
To do so, select + Add New Contact, and the quick form will load (see Figure 6.7). From here, you can perform the functions required to adding or editing Contacts associated to the Account.
FIGURE 6.7 Adding new Contacts to the Account.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.