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Custom Customer N:1 Relationship RRS feed

  • Question

  • How to add a custom mandatory N:1 relationship to the Customer (Contact or Account) to a custom entity the way it's done for the Potential Customer field in the Opportunity entity?
    Wednesday, December 10, 2008 5:15 PM

Answers

  •  

    I think you are asking is it possible to make a custom relationship link to the Customer Entity where a user chooses whether it is Account or Contact in the lookup.

     

    If so, then this is not possible as a supported customization. It may be that others know of a workaround to do this.

     

    I'm hoping that this feature will be in CRM 5.0.

     

    Wednesday, December 10, 2008 5:28 PM
    Moderator