Enable Contacts to Multiple Accounts, modify page layouts, and customize your related lists so your sales reps can easily track relationships between people and the businesses they work with.
|User Permissions Needed|
|To enable Contacts to Multiple Accounts:||“Customize Application”|
|To view page layouts:||“View Setup”|
|To edit page layouts:||“Customize Application”|
- From Setup, enter Account Settings in the Quick Find box, then select Account Settings.
- Select Allow users to relate a contact to multiple accounts.
Add the Related Contacts related list to the account page layouts that your reps use.
Because the Related Contacts related list includes all direct contacts, you can remove the Contacts related list from your account page layouts.
Add the Related Accounts related list to the contact page layouts your reps use.
- Decide whether you want to prevent activities from automatically rolling up to a contact’s primary account. If so, from Setup, go to the Activities Setting page and deselect Roll up activities to a contact's primary account.
- If you want to look at the relationships between contacts and accounts, create custom report types.