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Select multiple products in the product field for "Accounts" RRS feed

  • Question

  • How do i actually do this? say the customer has purchased multiple products from us and we want t keep a record of it. right now i am only able to choose one product.
    Looking forward to response. thanks guys!

    Friday, October 21, 2011 3:03 AM

Answers

  • The Display option, is set to Do not Display. change that to have it show you the products in the Account entity. change this option in both the Current entity section as well as Other entity section.

    HTH

    Sam


    Web: http://www.inogic.com
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    • Proposed as answer by Sam - Inogic Friday, October 21, 2011 5:11 AM
    • Marked as answer by vegars Friday, October 21, 2011 7:47 AM
    Friday, October 21, 2011 5:11 AM

All replies

  • Generally when a product is purchase by a customer, you would record an Invoice in CRM against the customer that would have Products listed as line items.

    If you are not making use of the Invoice feature of CRM. You would need to create a new N:N relationship between Account and Product entity. This way you would see the Products appears in the left navigation in the Account form. You will then be able to associate Mulitple products with Account.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Friday, October 21, 2011 3:29 AM
    Friday, October 21, 2011 3:29 AM
  • Hi sam, thanks for the quick reply,

    I have done so, but products did not appear after i published the customizations.
    Friday, October 21, 2011 3:40 AM
  • When adding the relationship, did you select the option to show the entity in the left navigation of the entities?

    After publishing the account entity. Close and reopen CRM. Do you then see Products option in the Account form left navigation?

    Finally can you post a screenshot of the account form as it appears after publishing?

    Thanks!

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, October 21, 2011 4:16 AM
  • Where can i find the options that allow me to see the entity in the left navigation, i am stuck.

    Friday, October 21, 2011 5:08 AM
  • The Display option, is set to Do not Display. change that to have it show you the products in the Account entity. change this option in both the Current entity section as well as Other entity section.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Sam - Inogic Friday, October 21, 2011 5:11 AM
    • Marked as answer by vegars Friday, October 21, 2011 7:47 AM
    Friday, October 21, 2011 5:11 AM
  • okay i think i got it running. thanks alot sam!

     

    Friday, October 21, 2011 5:24 AM
  • Glad it worked.

    Please mark the above reply as solution to close this post.

    Thanks!

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, October 21, 2011 7:32 AM