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Relationship Role Name in Active Contact View RRS feed

  • Question

  • Hi,

    I created relation ship role for the Contact mapped to account and contact. So I have two relationships defined somewhere(don't know where), one is Contact to Account and one is Contact to Contact. Let's say for e.g. in case of Doctor - Patient and Hospital - Patient relationships I need to Display a column in "My Active Contacts View" named "Relationship to Account" which shows me value of Patient for any contact having this relationship role defined. I am unable to find how to add column in customization of entity forms. There is no such column in the list shown.

    Can someone please help me regarding this.

    Regards
    Dheeraj
    Tuesday, September 22, 2009 12:52 PM

Answers

  • Hi Dheeraj,

    Can you please re-phrase your question? If you want to add relationships you can follow the following steps.
    Go to Settings Area ->
    Click Business Management Tab ->
    Click Relationship Roles (Left side of screen) ->
    Add relationships between account, contact or opportunity.

    You  cannot customize the relationship role form or view. This is not possible.

    Please post back if this does not answer your question.

    thanks,
    Hassan.




    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Tuesday, September 22, 2009 2:15 PM
  • You can create an advanced find which filters off the relationship role. go to Advanced Find and drop the fields down. Scroll all the way to the bottom and you'll see Related Entities. The one you're after is Customer Relationships (Party 1).

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Sunday, September 27, 2009 10:25 PM

All replies

  • Hi Dheeraj,

    Can you please re-phrase your question? If you want to add relationships you can follow the following steps.
    Go to Settings Area ->
    Click Business Management Tab ->
    Click Relationship Roles (Left side of screen) ->
    Add relationships between account, contact or opportunity.

    You  cannot customize the relationship role form or view. This is not possible.

    Please post back if this does not answer your question.

    thanks,
    Hassan.




    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Tuesday, September 22, 2009 2:15 PM
  • Hi Dheeraj,

    Can you please re-phrase your question? If you want to add relationships you can follow the following steps.
    Go to Settings Area ->
    Click Business Management Tab ->
    Click Relationship Roles (Left side of screen) ->
    Add relationships between account, contact or opportunity.

    You  cannot customize the relationship role form or view. This is not possible.

    Please post back if this does not answer your question.

    thanks,
    Hassan.




    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Tuesday, September 22, 2009 2:15 PM
  • Where the result of a relationship appears and what you can do with it really depends on the type of relationship you've employed i.e. 1:N or N:N. Which have you used in this case?

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, September 22, 2009 8:06 PM
  • Well thanks guys.

    Actually what I did is i created 2 Relationship Roles named "Patient" (Contact) mapped to Account and Contact, "Doctor" (Contact) mapped to Contact. Now I opened a contact named "Dheeraj" (Party 1) and in its relationships, I created one relationship "Patient"(Role 1) with Account acting as the "Hospital" (Party 2)  and another relationship "Patient"(Role 1) with a Contact named "Dr. Vikas"(Party 2) as Doctor(Role 2).

    Now what I want is in the Listview of Contacts, I need a Column named, "Relationship to Organization" let's say which can help me see which contact is a doctor and which contact is a patient, by displaying this Relationship role in that column. I don't want to use custom entities and I think that's where relationship roles are helpful. But, I am unable to find out how can I do that.

    In the contact list I just need to know who all are doctors and who all are patients for my organization.

    I hope I am able to convey what I need. Is it possible to do so? or how shall I best go about doing it?
    Wednesday, September 23, 2009 5:14 AM
  • You can create an advanced find which filters off the relationship role. go to Advanced Find and drop the fields down. Scroll all the way to the bottom and you'll see Related Entities. The one you're after is Customer Relationships (Party 1).

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Sunday, September 27, 2009 10:25 PM