Relationship Mngmnt: Hd Qrtr customer w/ multiple locations

minou_barabi

I need to set up a headquarter company in Contacts with multiple locations, and people in each location. Right now, we are entering each location as a separate company and adding the city name to the end of the company name. For example Nokia-Santa Clara, Nokia-SF, etc.
Is there any way I can link these customers/contacts together? I tried Link to Existing Customer, but that did not work, of course.

Is this possible without customization?

Thank you in advance for your comments/feedback.

Minou

eromein

Why not?

shobha_sub

From the contact card, go to Functions, Link with Existing - Customer. Links the contact with an existing customer/vendor/bank.

You can also create a customer from a contact using .... Functions, Create As - Customer/Vendor/Bank.

minou_barabi

Using 'Functions, Link with Existing - Customer' can only create a 1-1 link. I need to link one company head quarter (CUST-0001) to other locations (CUST-0002, CUST-0003, etc.).

M.

i4tost

It is very interesting, that you are creating a lot of cards. Maybe beter solution is to create alternative addresses? Also you can use dimensions or let say business relations for contacts.

minou_barabi

Thank you for your suggestions, but unfortunately neither would work. If I use alt. addresses for one contact, let's say the HQ contact, this address can not be used for sub-contacts. I'm not sure how dimensions would work here.

Here is what I'm trying to link together:


....................................................................................

---

> Person 1
...............................|

---

> Location A - Company 1A

---

> Person 2
...............................|
...............................|
Co. HQ - Company 1 |

---

> Location B - Company 1B

---

> Person 3
...............................|......................................................

---

> Person 4
...............................|
...............................|

---

> Location C - Company 1C

---

> Person 5
...............................|.....................................................

---

> Person 6
...............................|

---

> Person 7, etc.

After studying Navision further, I have found out that Navision just is not capable of above requirement without customization.

Reason for above was to eliminate repetitive data entry for different addresses for each contact.

M.