Tamarac CRM allows you to add non-client business relationships. There are many cases where you will want to track these business relationships. For example:
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A new representative at your custodian starts and you need to create a contact record with his or her contact information, and then attach the new contact record to the appropriate vendor account record.
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You ask a new document shredding company to pick up the sensitive client documents that you want shredded. A new vendor account record and individual contact records for each representative will need to be created.
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A client gets married and his wife will be part of your existing client relationship. A new contact record for his new wife needs to be created and added to the Household account.
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A client begins to work with an attorney or CPA you haven't worked with before. You will need to add new account and contact records for the firm and attorney/CPA.
Click here to learn more about creating Contacts and Accounts in Dynamics CRM.
Best Practice
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The Account Type should be filled-in appropriately. If you are creating an Account and an applicable Account Type does not exist, either create a new one or work with a Data Manager to create a new one.
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Fill in as much detail that you have on Contacts. However, with non-client contacts, best practice does not include capturing information such as SSN, date of birth, or driver's license number.
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Add connections between third parties and clients to see which attorneys, CPAs, and vendors you share mutual clients with. For more information on creating connection, visit Creating Connections.