Contacts & Accounts in Requests
Greetings:
Currently the contact forces the account in a request.
We, the support reps or internal contacts often create requests for our own customers.
Or as an example Joe Smith who works in our company ABC, wants to create a request for a customer who works in company XYZ.
The way Joe Smith does it, is to
- change his own account in SC+ from ABC to XYZ
- create the request which will be associated with his name and the account XYZ
- change his account back to ABC..
It's cumbersome and it often leads to mistakes. Is there a better way?
Could we change our global settings to assign contact and account independently in the request?
Thank you for your help,
Michel
Currently the contact forces the account in a request.
We, the support reps or internal contacts often create requests for our own customers.
Or as an example Joe Smith who works in our company ABC, wants to create a request for a customer who works in company XYZ.
The way Joe Smith does it, is to
- change his own account in SC+ from ABC to XYZ
- create the request which will be associated with his name and the account XYZ
- change his account back to ABC..
It's cumbersome and it often leads to mistakes. Is there a better way?
Could we change our global settings to assign contact and account independently in the request?
Thank you for your help,
Michel