Create a related record from within an account or contact

Can I do this task?

You can create a case A customer service issue or problem reported by a customer and the activities that customer service representatives use to resolve it., contract An agreement to provide support during specified coverage dates or for a specified number of cases or length of time.When customers contact customer service, the level of support they receive is determined by their contract., opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion., quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased. from within an account A company that might do business with your organization. or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. record. Creating one of these records from an account or contact is useful when an existing account representative or contact calls you about an issue, a potential sale, or wants to order a product. You would typically want to review the account or contact data you have on file to verify information. With the record open, you can quickly open the appropriate new record form and the account or contact record is automatically linked to the record.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. In the list of records, open the account or contact to which you want to add a related record.
3. Under Sales, click one of the following options:
   • Opportunities

     If you select this option, on the Actions toolbar, click New Opportunity.

   • Quotes

     If you select this option, on the Actions toolbar, click New Quote.

   • Orders

     If you select this option, on the Actions toolbar, click New Order.

   • Invoices

     If you select this option, on the Actions toolbar, click New Invoice.

4. Under Service, click one of the following options:
   • Cases

     If you select this option, on the Actions toolbar, click New Case.

   • Contracts

     If you select this option, on the Actions toolbar, click New Contract.

5. Complete the form with the information you need for the record. If you need help with the form, on the Help menu, click Help on This Page.
6. Click Save and Close. This will save the record and relate it to the account or contact record.