Is it possible to have multiple current jobs in different accounts for one contact? E.g. a contact works for two companies (two accounts). One account will be the primary account, but the contact is not shown in the other not-primary account. We want to show the contact as a contact for both accounts.
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Dear Guido,
You can create separate detail in the contact section that will show connections between contacts and accounts if there are multiple connections. You can also use the Relationship tab, But one contact can be primary only for one account, and in OOB fields it will always be connected to one account.
Best regards,
Angela
Dear Angela,
Do you mean the " Connected to" section?
What do you mean by the Relationship tab.
Where can I find it in the Academy?
Regards
Guido
Guido Buurlage,
Please check this link:
https://academy.creatio.com/docs/node/1768
Best regards,
Angela