Associations

A forum for Deltek Vision CRM & Proposals.
bevarts
Posts: 13
Joined: Fri Oct 03, 2008 3:19 pm
Brief Company Description: Environmental consultants
Deltek Vision Version: 5.1
Number of Employees: 230
Company Position: Marketing
Vision Modules: CRM, Projects, Custom Proposals, SF330, Timesheet
Number of Offices: 18
Year Vision Installed: 2002
Vision User Group: Boston, MA

Associations

Postby bevarts » Thu Oct 25, 2012 1:40 pm

Does anyone have any recommendations on the best information to populate for Relationship and Relationship Descriptions under Associations? I saw a post where one company does use it for "inactive" to identify client/contact relationships with folks that may have left the firm. Any others?

AliT
Posts: 100
Joined: Thu Apr 21, 2011 10:55 am
Brief Company Description: Marine consulting firm
Deltek Vision Version: 6.1
Number of Employees: 60
Company Position: Technical Aide
Number of Offices: 0
Year Vision Installed: 2010

Re: Associations

Postby AliT » Mon Nov 12, 2012 2:46 pm

I've seen "Relationship Description" filled in with the type of relationship, i.e. trade show, professional society, industry conference, etc., and the "Relationship" is set to a "status" of the relationship. Ultimately, it depends on what you need the information to be; every company is different. The things I always ask when populating databases are "is this going to be clear and understandable in a year when I've forgotten why it's being used this way? Would my reasoning be concise and understandable to a new employee?"

bevarts
Posts: 13
Joined: Fri Oct 03, 2008 3:19 pm
Brief Company Description: Environmental consultants
Deltek Vision Version: 5.1
Number of Employees: 230
Company Position: Marketing
Vision Modules: CRM, Projects, Custom Proposals, SF330, Timesheet
Number of Offices: 18
Year Vision Installed: 2002
Vision User Group: Boston, MA

Re: Associations

Postby bevarts » Wed Nov 28, 2012 9:14 am

Hi AliT

Thank you - good rule of thumb for populating the information as well.

B....


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