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...
-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;
>
>