Hi,
Both R and S are contacts - I believe that R is the primary contact for the account. Neither are CRM Users - both are employees of the account - "my client"
I realise that the term Owner is already used by CRM - but in this instance, R is the owner of the business which is an account - as opposed to a user on my system in charge of the account.
Hope that makes sense
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by: Biffster007Posted on 2008-05-18 at 18:55:39ID: 21594842
Hi,
Can you tell me, is the Owner 'R' a contact or a CRM user and if so is it the Primary Contact of the Account or is the contact 'C' the Primary Contact of the Account??
Cheers,
MH