Sub-contact and Account question

[Support Team]

RangerMSP User Question*

I have a couple sub-contacts within a company who are also residential customers. Like John – he works for Company A, but I also help him for his residential PC needs. If I create a "Duplicate" contact for John, one as sub-contact for Company A and one as a residential customer, will this cause any heartburn?


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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: Sub-contact and Account question

Answer

You should indeed create a separate Account record for John as a residential customer.
Our only recommendation here would be to set up a different email addresses, if possible, for each - the personal for under John's residential customer Account, and the 'business' one for John being a secondary contact of Company A.