답변 2개
I have read that but do not provide the answers I want. Let me give an example. Take the accounts tab for example, You say New account, then you say create an acccount, it ask person account. business etc. Let's say I choose person account, now all bunch of things pop up. I know the regular ones, like names an address but these one - Marketing Segment, Financial Summary, Client Services, Customer Segment, Know Your Customer, How do we get all these information about a customer? Is there a place we send them to fill these information or how are we supposed to get them? Then how is Account different from Contact? Asking the same things except Employment Information. Do this record sync? Or how does this work? These are not explained in this artcle or any article I have read. This what I need help with. I hope you understand?
