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Does a Work order/Agreement associate with group of Coatomers

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I have a scenario to create a work order which associated with multi customers. Does it possible?

Kindly assist me,

Thank you,

  • Suggested answer
    RE: Does a Work order/Agreement associate with group of Coatomers

    This is a very interesting scenario. Can you elaborate on what you are trying to accomplish?  With more info I can steer you in the right direction. That being said...

    There are ways to do it by using functional location. You can have a work order for one service account but the work order incidents can be linked to different functional locations from different accounts and assets from different functional locations that are from accounts that are different than the work order service account. Here is a comprehensive walkthrough - www.youtube.com/watch

    Please let me know if you have further questions, and if not, please mark as "verified"!

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Does a Work order/Agreement associate with group of Coatomers

    Create a relationship on the work order table n to 1 to accounts and then add subgrid on work order form.

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