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ReportE.g. In crm, I want to two entities: Vandor and Account with same name, how to do that?
Thanks in advance.
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E.g. In crm, I want to two entities: Vandor and Account with same name, how to do that?
Thanks in advance.
Thanks Alex and Aaron for your suggestion.
Hi,
as you can see from below picture. There is field called "Relationship type", and there is a value called " Vendor" , use this field to differentiate between a normal Account and Vendor account. IF you wish to add any relationship between them. either you can use connection or parent account field dpeending on your requirements or user preferences.
Connection
Hi Aaron and Alex,
Thanks so much for your response. Excuse my limited understanding, did Aaron answered the 1:1 relationship question and Alex's answer dealt with the “same name” question? I have got some clues from your answers.
Can you explain more detail of the solution for the requirements? Do I need to code plugin using such as Unique Attribute to do them?
I’ll rewrite the question and post it in the same forum. Please kindly review it and offer some suggestion.
Hi,
first you have to remove the duplication detection rule. Account with same name.
After that, use a type to differentiate if this is a Vendor or Account.
I would suggest you keep just the 1 native Account entity and use the "Relationship Type" field to differentiate the record types. There is an existing value in the "Relationship Type" option set for Vendor, Customer, Prospect, etc. There are many already listed.
In the same time, I want to two entities have 1 : 1 relationship.
Can you share your good idea, any suggestion and solution? Very appreciated in advance.
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