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195Goodday everyone.
I have a challenge and I am not sure yet if it can be done, and if so, what is the best way.
The Situation:
We use a 'Proposal' to make a Quote for the customer. (this entity is of course connected to an account for which the proposal is made).
On 'Proposal' we create 'Products' (a seperate entity, also connected to the account as we need some information from it)
The current way of working is that the sales manager can fill in specs and a product type on the 'Product'.
We want to change this to have the sales manager choose an Item code and have the specs filled automatically.
To do this I have created a new entity called 'Item code' which is now a database for item codes with specs, descriptions etc. and via a lookup on 'Products', the sales manager can select the 'Item code' he needs. This works as expected, pretty straightforward.
The challenge:
It seems it is a challenge for the sales manager to find the right item code for their customer. They would like to see the item codes filtered based on items that the customer has bought before. (while this history is not yet in CRM of course, we do have this history in our ERP system).
Solution:
I am not sure yet. The relationship between 'Accounts' and 'Itemcodes' should be N:N? (multiple accounts can buy an itemcode and an account can buy multiple item codes)
Create a new entity called 'Account-itemcode relation' to create records which show this N:N relationship?
Can I use that new entity to filter down the 'Item codes' on the 'Product'?
I know it is possible to filter a lookup to show 'related records' only, but I believe that can only work for Itemcodes that are themselves related to the account right?
I tried to visualize the situation below.
Any help is greatly appreciated!
ps. We are on CRM online 9.1
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