Hello Experts,
We are currently testing MS Dynamics CRM 4.0 in our environment. Everything is set up and running just fine. I have some questions on how items are associated with each other within the system.
Background:
We are a company that sells product through our ecommerce site and we take sales orders over the phone. We currently use and older version of Epicors Clientele product to capture potential leads and customer information. This is also tied into a SQL database which helps us with orders and being able to track this information.
Questions:
1. Is there an auto-generate feature for customers #s?
(There is a feature for auto-numbering, but it doesn't show this ability for customers.)
2. Is there a way to create a customer record without having to first create a person contact record?
Any help would be greatly appreciated. Thanks in advance for any help.
LEADCREW
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