Contacts

Contacts are usually individuals that are either customers or in some way related to an Account. Although they aren’t required to have a relationship with an Account, they often do. An example of a Contact without a relationship to an Account is someone like the mailman, who you want to keep in the system so that all the employees can get information about him (such as his name or birth date; everyone should wish the mailman happy birthday!), but there might not be a reason to have the United States Post Office as an Account just for the mailman.

When creating/adding new Contacts to the system, there are generally easy methods:

Image Navigating ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.