- Relationship Type - Customer and Company
- Posted by Ridhima Sood on September 6th, 2006
hi
I have mapped the relationship type between customer and company. However if
the relationship typoe is changed at the company level it does not propagate
to all its contacts and vice versa. Pleasseeeeeee advice on how i can get
this done as this field is quiet crucial to our business and a lot of
reporting.
Kind Regards
Ridhima
- Posted by Dave Carr on September 6th, 2006
Ridhima,
Mapping only works on the Creation of the new (mapped to) record, as
you have seen. To get the relationship type to propogate to the
company's linked contacts, you'll have to write a post-callout process
that checks the pre and post-xml, identifies the change in relationship
type, and then makes SDK calls to update the relationship type on each
linked contact. If there is your first time, plan on spending weeks,
or an experienced consultant could get this done for a grand or
three... HTH,
Dave
Ridhima Sood wrote:
- Posted by Ridhima Sood on September 7th, 2006
Hi Dave
thank you for the same. I might get some external help on this
"Dave Carr" wrote:
- Customer Relationship Management (CRM) (Windows CRM) by visnjicevo@gmail.com
- Entity Customer Relationship (Windows CRM) by Dix
- Customer relationship (Windows CRM) by Saira
- customize Customer Relationship & Opportunity Relationship entity? (Windows CRM) by N8Dawg
- Customer Relationship Software (Software & Applications) by Steve

