Relationship Mgt. (Indrani)

Indrani_Pal
Indrani_Pal Member Posts: 14
edited 2005-03-04 in NAV/Navision Classic Client
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?

Comments

  • safindley
    safindley Member Posts: 13
    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.

Categories