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  • 0

    Add Link & Name to Referenced Relation on Related Info

    Suggested by John FitzpatrickUnder Review 0
    Category: Opportunity Management

    When viewing list of Related Customer/Vendor/Bank Acc. in the Related Information section of the Navigate Ribbon on the Contact Card, if there is only one relationship, the button takes you to the related record. However if there is more than one relationship, then it gives you a list of relationships.

    On the list, the Contact name (current page you're on) has a link that will open the same page you are already on (not useful). On the linked reference, the number is there but no link. You can click the link on the Business Relation Code and it will navigate to the right record, however the no should also include the link.

    Another option would be to include the referenced name and add the link on it instead of just including the No.
  • 0

    Create Business Relations Between Contacts

    Suggested by John FitzpatrickUnder Review 0
    Category: Opportunity Management

    I work with many clients who have layers of business contacts. A common requirement is to link contact to contact records from different sites via some type of relationship. These could be work related for employment details for people such as managers, etc. Or they could be company related as in HQ, Region HQ, Storefront, etc.

    I can do this by creating an extension to add fields, however with a few additions to the Business Relations feature, it could handle the complicated business relations all companies have.