I'm in the process of implementing CRM at my company and I'm looking for a way to group contacts.
An example would be: After adding Person1, I'd like to mark him as an Accountant. Person2 would be marked as a Consultant, etc etc. Then I'd like to tell CRM, give me a list of all the Consultants. It would then list Person2 as well as anyone I added to that group before.
The only way I can think is to create an Account with the group name I want and set up a relationship between it and a contact. I'd like to think there's a cleaner way of doing this but I can't find any information/examples about this.
Any suggestions would be appreciated.
Thanks,
Marc
An example would be: After adding Person1, I'd like to mark him as an Accountant. Person2 would be marked as a Consultant, etc etc. Then I'd like to tell CRM, give me a list of all the Consultants. It would then list Person2 as well as anyone I added to that group before.
The only way I can think is to create an Account with the group name I want and set up a relationship between it and a contact. I'd like to think there's a cleaner way of doing this but I can't find any information/examples about this.
Any suggestions would be appreciated.
Thanks,
Marc