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Child Objects
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Each contact/account/opportunity can have various "children"
associated with it. The administrator can control which
of these items can be viewed and utilized by users.
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See below for the child objects associated with each entity:
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Contact: Events, Documents, History, Email, Notes,
Campaigns, Issues and Tasks
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Accounts: Events, Documents, History, Email, Notes, Contacts,
Issues, Tasks, and Opportunities
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Opportunities: Documents, History, Tasks, Events and Notes
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From the Contact Manager, click one of the following on the left menu: Contacts,
Accounts or Opportunties (these three applications have Admin functions).
Then, click Admin on the button bar.
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Click Edit Children on the button bar of the Admin menu.
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On the screen that appears, the child objects that are currently associated
with contacts are displayed in the "Displayed Entities" column on the right.
All available entities are displayed in the "Available Entities to Display"
column on the left.
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By including all available associated entities, users can conveniently have
access to the full array of associated objects.
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Select the entities to be displayed or removed by clicking the entity. Control
-clicking allows you to select more than one entity. Click the ">" button to
move the selection to the right column or the "<" button to move the
selection to the left column.
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Choose Save or Save & Next to save the
changes.
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