Display relationships by contact persons
Hello,
if you display the master data from a company, you have an info block for relations where you can see the connected contact person to the company. at this positions its also possible to delete the relationship between the company and the contact person.
If you display the master data from a contact person, the info block relations are not filled.
Its possible to see the businessadress of the related companies, but its not possible to delete the connection between the contact person and the company from the master data of the contact person.
So, somebody have a tip how we can make this possible?
why i cant see the relationship to the company in the info block relations at the contact persons?
Thanks a lot for your help!
kind regards - Helmut
Hi
Please check the following note it should resolve your issue:
Note 1238913 - Account: how to display contacts in AB "Relationships"
Also see the following notes:
Note 1175899 - CRMWebUI:Is Contact Person Rel.ship not displayed in Account
Note 1331704 - CRM Web UI Account / contact / employee search: corrections
Note 1310163 - CRM WEBUI: Standard contact in search result
Note 1117424 - Contact Person-role not created for Contact Persons
Hope this helps
Rupesh
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Sub: Contact person Relationship data not getting updated when we change the company (to wich contact person belong to) in ISA CRM 5.0 Web User Management.
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BobHI! Bob,
I am in a fix, actually i cant upgrade to sp004(presently in sp002) because it probably would also affect compatibility with other servers as i am using NWDI TREX IPC, so it is not posible for me to upgrade to SP004............
I am still looking forward if you can provide me any help in
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I know that has been a while since you two resolved these question, but can someone give me a hint with this?
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Edited by: Inês Mendes on Sep 9, 2011 5:28 PM -
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Thanks in advance! Useful answers will be rewarded.
Kind regards,
KZHi there,
We can creat a relationship category of contact person with validity period.then use this relationship category while you assign the contact person to the main Business partner. -
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