Tracking Relationships Between Accounts and ContactsYou can link accounts to contacts in a number of ways. From an Account Detail page, you can link existing contacts to the account, and you can also create new contacts that are automatically linked to the account. Similarly, from a Contact Detail page, you can link existing accounts to the contact, and you can also create new accounts that are automatically linked to the contact. About the Information for an Account ContactAfter you link an account and a contact, you can view the details of the account contact in the Account Contact Edit page. Company administrators can create custom fields to store additional information about account contacts and add those custom fields to the Account Contact Edit page layout. Then, users who have access to the account contact records can view and update the information in the custom fields. Company administrators create custom fields for account contacts through the Account Contact Fields link, which is available for both the Account and the Contact record types in the application customization pages of Oracle CRM On Demand. Company administrators create layouts for the Account Contact Edit page through the Account Contact Page Layout link, which is also available for both the Account and the Contact record types. For more information about adding custom fields and creating page layouts, see Application Customization. About the Primary Contact for an AccountYou can link multiple contacts to an account, but one of the linked contacts must be specified as the primary contact for the account. The first contact that is linked to an account is automatically specified as the primary contact for the account, but you can later specify a different primary contact for the account. For information about changing the primary contact for an account, see Changing an Account Primary Contact. The name of the primary contact is shown in the Primary Contact field on the Account Detail page, if that field is present in your Account Detail page layout. Also, in the Contacts related information section of the Account Detail page, if the Primary Contact check box is present in the layout, then the check box is selected in the row for the primary contact. Your administrator determines whether the Primary Contact field and the Primary Contact check box are present on the layouts. In the Contacts related information section of the Account Detail page, the primary contact for the account always appears as the first contact in the list of contacts that are linked to the account, even if the Primary Contact check box is not shown in the Contacts related information section of the Account Detail page. If you click Show Full List to open the full list of linked contacts, then the primary contact might appear as the first record on the list page, even if you sort the list using a field such as Last Name or First Name. About Contact RolesWhen you link an account and a contact, you can specify the roles that the contact has at the account. Recording a contact's role at a company is critical to understanding the influence that the contact has on buying decisions at the account. For example, you might want to track the following contact relationships for an account: Approver, User and Evaluator, User and Approver, User and Decision Maker, Evaluator and Approver, Evaluator and Decision Maker, and Unknown. The following procedure describes how to link contacts to an account. To link contacts to an account
The following procedure describes how to link accounts to a contact. To link accounts to a contact
The following procedure describes how to view and update the details of an account contact. To view and update the details of an account contact
The following procedure describes how update the role information for an account contact. To update the role information for an account contact
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Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |