2 Replies · Latest reply on Nov 1, 2017 12:40 PM by Kathy Neff

    How to account for customer contacts who belong to multiple accounts?

      Is there a way to account for Customer Contacts who are associated with multiple accounts? The situation is that there could be 2 clients who use the same person as a contractor. This person needs access to our Customer Service portal, but not as a partner. Basically, our situation says that there is a m2m relationship between customer contacts and accounts.

       

      Is there a way we can do this without blowing up a ton of the out of box features that require a single account per customer contact? Would multiple user records (1 per account) with the same email address (because it's the same person) be kosher?