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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Contact of Dual Relationship (Other Relationships) Vendor/Customer not available
I have a vendor that we created a customer from using the "Other Relationships" feature. All of my contacts on the vendor, also appear as expected on the customer. If I only have permission to the Customer record, I can find the contacts underneath the customer, but I'm unable to find them on global search, and more importantly they're not available to me in my Outlook integration. I've tried removing the company relationship, and re-adding it making sure I chose the customer record. I've tried adding a 2nd company for the customer (not allowed) but nothing seems to work. Any
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