April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Required Fields for Contacts
By default, Contacts have two required fields: Last Name and Owner. The First Name field is a Business Recommended field, so we always recommend using it whenever possible (see Figure 6.8).
FIGURE 6.8 Creating a new Contact interface.
Company Name is an important field: By populating it, you create a relationship between the Contact and the Customer. As discussed in the “Accounts” section earlier in this chapter, if you enter a value in this field (either an Account or a Contact), the Contact you’re working with shows up as a Contact (if you enter an Account Customer) related to that entry. In addition, this relationship ...
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