Umm... > From: David E Jones <[EMAIL PROTECTED]> > Subject: Re: primary Role on party > To: [email protected] > Date: Thursday, June 5, 2008, 8:59 PM > > I don't really like the idea of "primary role", as roles don't > really > work that way. > > If you don't want a party showing up on a list of leads and contacts, > then they shouldn't have both the lead and contact roles...
Anyways, the Data Model Resource Book provides an ideal model for multiple parties related to multiple parties in various roles. If you stay within those guidelines then you'll do well. -Adrian --- On Thu, 6/5/08, David E Jones <[EMAIL PROTECTED]> wrote: From: David E Jones <[EMAIL PROTECTED]> Subject: Re: primary Role on party To: [email protected] Date: Thursday, June 5, 2008, 9:39 PM Which is why I asked what Hans is really trying to accomplish. I didn't say anything about a party not being able to be both a lead and a contact, just trying to figure out why he wants to distinguish them. If it is a standard sales prospect progression then parties in each step would pretty much always be in the previous step as well, meaning if you want those that are in a certain step but not in the next step, you have to explicitly exclude those in the next step. Still, the last paragraph is a guess and Hans would have to be more specific about what he's trying to do. -David On Jun 5, 2008, at 10:35 PM, Adrian Crum wrote: > Then that would put an arbitrary restriction on roles. A party could > be both a lead and a contact. > > -Adrian > > --- On Thu, 6/5/08, David E Jones &lt;[EMAIL PROTECTED]&gt; > wrote: > From: David E Jones &lt;[EMAIL PROTECTED]&gt; > Subject: Re: primary Role on party > To: [email protected] > Date: Thursday, June 5, 2008, 8:59 PM > > I don't really like the idea of "primary role", as roles don't > really > work that way. > > If you don't want a party showing up on a list of leads and contacts, > then they shouldn't have both the lead and contact roles... > > Could you be more specific about what you're trying to do here? > > -David > > > On Jun 5, 2008, at 9:49 PM, Adrian Crum wrote: > > &gt; Why not make it a party relationship? A party is related to this > &gt; party/company/etc as a lead/contact/account/etc. > &gt; > &gt; -Adrian > &gt; > &gt; --- On Thu, 6/5/08, Hans Bakker &amp;lt;[EMAIL PROTECTED] > &amp;gt; > > &gt; wrote: > &gt; From: Hans Bakker &amp;lt;[EMAIL PROTECTED]&amp;gt; > &gt; Subject: primary Role on party > &gt; To: "user" &amp;lt;[email protected]&amp;gt; > &gt; Date: Thursday, June 5, 2008, 8:08 PM > &gt; > &gt; In the SFA application I need the definition of a 'primary > roleType' > &gt; to > &gt; identify where a party is listed...either in leads, contacts or > &gt; accounts... > &gt; > &gt; Anybody any objections when i add this field to the Party entity? > &gt; > &gt; Regards, > &gt; Hans > &gt; > &gt; > >
