Manage business contacts in affidavits
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Manage business contacts in Affidavits
manage business contacts in Affidavits
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everyone ok so let's take a look at the CRM system in business central so there are a lot of options for CRM systems out there and if you have business central ready for your accounting you your first like inquiry should be can i really use CRM inside business central because what's the reason of going outside business central if if you can stay within the packets you already have so I did videos on this already and for now have 2018 or previous version but I feel like we should touch on this again with business central so if I go into contacts in business at all I get a list of contacts right here and the contacts are not the same as customers contacts are independent of whether it's a vendor customer or a pack or even a contact without a relationship to anything inside business central so for example if I go into here alpine ski house and I'm gonna just click on that I get the contact cart and the alpine ski house is a company and it's and we have profile questionnaires here that will actually go into a separate video so we're gonna do a little series on this and we have a number of things here on the side that is also tracked like the opportunities which we'll cover as well job responsibilities etc so here I'm gonna focus on this one in this video here a number of business relations so if I click on that I can see whether this is connected to something or not and here we can see that it's connected to the customer so alpine ski house is an actual customer in business intro so it is tracked with business relations here normally I wouldn't go straight into the contact list I would go into the customer list right so and see my alpine ski house right here and then go into the particular contact so I can see here I have the contact the contact name and I can look that up and I have the particular contact both a person with an alpine ski house and the actual company as contacts so this contact system at least from a customer's perspective when you can do is also from a vendor perspective as you can see right here allows you to have multiple contacts for this customer so even though on the page itself you have one contact and that's the main contact for this company you can have more contacts here and again I'm gonna go into that in separate videos but you can sort of see how there is a separate contact system from the customer system in business central which is in itself a CRM system so and we will explore further in next video
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