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Thread: Link Contact in project automatically back to Accounts

  1. #1
    KCuser is offline Junior Member
    Join Date
    Apr 2010
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    4

    Default Link Contact in project automatically back to Accounts

    Hi,

    I am trying to complete a link.

    I want to create an Account as step 1. Add a project to that Account as Step 2. Inside project Add a contact as Step 3. This all works fine, but when iIlook at the Account Level, the contacts are not automatically listed, even though they should be linked to the project, which does appear... I end up ahving to add them again to the Account separately

    can I get Contacts to appear on the Accounts main page automatically, if i add them through a project that is linked to that Account?

    Thanks,
    KCuser

  2. #2
    KCuser is offline Junior Member
    Join Date
    Apr 2010
    Posts
    4

    Default Re: Link Contact in project automatically back to Accounts

    Anyone able to help on this?

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