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Grouping Contacts

Grouping Contacts

Grouping Contacts

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.


RE: Grouping Contacts

One way to do this is to add a dropdown or picklist for each category ie consultant, accountant etc.

Once every contact is assigned you can easily search for all contacts etc

John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
MBS Certified Master–Applications for Microsoft Dynamics CRM
MBS Certified Master–Installation & Configuration for Microsoft Dynamics CRM
Crowe Chizek and Company LLC

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