We have set the CRM so that client head offices are the primary account, and other offices that they have are sub-accounts beneath them. We want to make use of the contracts within CRM, but the problem is that we can only link the contract to one account, and if we want to link to the sub account we have to create a new contract. Is there anyway that we can create one contract for a company and link it to it's sub-accounts as well? We are using CRM4 with latest Roll-up patches applied.
↧