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Same Customer Contact supports multiple Customers in same Customer Group

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Posted on by Ian_P

29

We have the scenario where the same Contact supports multiple Customer sites for their company.

Our current setup is that we create that Contact against each Customer, so there can be 30 instances of the same Contact, each with a different Customer selected.

How can we have a single Contact for a single actual person/email address and use them across multiple Customers?

We filter the available Contact selection to only Contacts that are linked to the selected Customer (Account) in a Case.

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Case Management

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Ian_P 29 on at

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Same Customer Contact supports multiple Customers in same Customer Group

No solution at the moment Brent. We did not try creating a new 1:N relationship yet.
brentf 2 on at

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Same Customer Contact supports multiple Customers in same Customer Group

Ian, did you come up with a solution for 1 Contact to multiple Customers in BC?
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Leah Ju Microsoft Employee on at

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Same Customer Contact supports multiple Customers in same Customer Group

Hi Partner,

Maybe you need create one custom 1:N relationship between Contact and Account tables.

Then you can get one contact lookup column in the Account table, add the lookup column to the form of the account.

Now, you can select same contact on multiple contacts.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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