Cross Reference Tab

The Cross Reference tab displays all the contacts that have been cross-referenced to the selected organisation. A cross-referenced contact is a contact in another organisation in CRM, but who plays a specific role in the cross-referenced organisation.

Use this tab to select a contact and define the role it plays within the cross-referenced organisation.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Organisation Cross Reference

Select the organisation that is cross referenced with the selected organisation from one of the three dropdown lists: Code, Alpha, Name.

Contact Cross Reference

Select the contact that is cross referenced with the selected organisation from one of the three dropdown lists: Code, Alpha, Name.

Cross Reference Detail

Enter text to capture the nature of the cross reference — for example, Cross Referenced Org/Contact delivers x-type of Service to the selected organisation.

Cross Reference Table

This table lists all the contacts associated with the selected organisation. The cross referenced contact is listed in this table, together with its CRM organisation and the role it plays in the cross referenced organisation.

You can also use this table to enter cross references by selecting the organisation, then the contact, and then adding detail.