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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Creating a Contact

Contacts represent the various people with whom you do business. For each contact record, you can specify one (and only one) account as its parent customer. Most companies use the Parent Customer field to record the contact’s employer, but you are not obligated to do so.

By specifying a parent customer for a contact, you create a relationship between those two records. When you create relationships between accounts and contacts, you can view all of an account’s contacts by clicking the Contacts link in the account’s left navigation pane. This list of contacts related to the account is known as the contact associated view.

Creating a Contact

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