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Tuned Listener
Posts: 18
Registered: ‎10-07-2009

Add a second account manager

Hi everybody,

 

one of our customers like to add a second account manager to the account entity. He wants to have the same possibilities as with the first account manager, like pipelines etc.

 

Does anybody have a customization for this?

 

Thanks

Guido

Best regards
Guido Sterzing

SalesLogix Business Partner
RS systeme GmbH
Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Add a second account manager

There are additional Manager ID fields (Divisional ManagerID, Regional ManagerID) on the Account table which you could use, but the rest of the functionality would have to be customized to handle this.
Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com
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Tuned Listener
Posts: 18
Registered: ‎10-07-2009

Re: Add a second account manager

Thanks Raul,

 

I will try the additional manager fields.

 

Regards

Guido

Best regards
Guido Sterzing

SalesLogix Business Partner
RS systeme GmbH