Contacts, Activities & Opportunities on Customer/Account Locations
Client Requirement
- Looking for a solution to add Contacts, Activities and Opportunities to Customer/Account Locations.
Solution provided
- Added Contacts, Activities, and Opportunities on Customer Locations and Account Locations.
- Either you can add Contacts, Activities, and Opportunities to a Customer or Customer Location screen it will be stored and displayed in Customer.
- Either you can add Contacts, Activities to a Business Account screen or Account Location it will be stored and displayed under Business Accounts.
Vijay comes with a vast experience in ERP and enterprise solutions space with about 20 years of experience in various packaged application like Acumatica, SAP, Orion, Salesforce.com, SugarCRM and, SalesLogix.