Tayana Solutions

account location

Case Study: Contacts, Activities & Opportunities on Customer/Account Locations

Contacts, Activities & Opportunities on Customer/Account Locations

Client Requirement

  • Looking for a solution to add Contacts, Activities and Opportunities to Customer/Account Locations. 

Solution provided

  • Added Contacts, Activities, and Opportunities on Customer Locations and Account Locations. 
  • Either you can add Contacts, Activities, and Opportunities to a Customer or Customer Location screen it will be stored and displayed in Customer. 
  • Either you can add Contacts, Activities to a Business Account screen or Account Location it will be stored and displayed under Business Accounts.