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Update your relationships in your CRM Module

In your CRM module, you include the ability to create relationships between different entities.

Specifically, I can go to a Contact and create a relationship with a Customer. However, the Relations tab is not available in the Customer form so I can only see the relationship from the Contact side. The Business Account option is not available for relationships. However, if I go to the Business Account form I can see the relations tab and I can create a relationship between the Business Account and the Contact. When I view the relationship from Contact, it displays the related entity with the type of Customer (yet it was added from the Business Account).

  • Guest
  • Aug 3 2020
CRM
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