Relationship Mgt. (Indrani)

Indrani_Pal

In Relationship Management how does the various transactions of opportonities, to-dos, interactions on Contacts, Campaigns, Segments effect the chart of accounts. In short how does it map on to the chart of accounts?

safindley

They don't.
Posting Groups are used to map transactions to the chart of accounts, which are not part of Relationship Management. Take a look at "Synchronization" in Relationship Management Setup to see how a contact is linked to Customers, Vendors and Bank Accounts. Also, take a look at "Interaction Templates" to see how sales and purchase documents can be recorded as interactions.