Related Questions:
How do I manage contact for multiple Bookings for the same Account?
I have several Bookings from different Contacts under the same Account, how do i differentiate?
I Have Two Bookings For One Account With Different Contacts, What Is The Best Way To Enter This?
Answer:
You can have multiple Contacts belonging to each Account. Not only can you attach a Contact to a Booking, but you can also attach an Account. This makes it easy to attach the correct Contact when creating a Booking.
From the Account Summary Page, you can view all of the Account's Contacts & Bookings:
The same is true of each Contact. From the Contact Summary Page you can see all the Bookings related to each Contact. In the below example, my Contact Jo has three Bookings & is associated with the Account Average Jo's.
