05-04-2010 10:32 AM
Part of my CRM is that I have Physcians that are on staff at different hospitals. The Physicians are apart of a medical group. I created an Account for the Hospital (No Contats) but I cannot assocaite the Physician to that hospital, just the Physicians group.
How can I associate the Physician with the Hospital?
05-17-2010 02:45 AM
Hi, I am trying to acheive the same sort of thing.
Did you manage to get anywhere with this?
I can only see to try and replicate the Opportunity Contacts functionality.
06-10-2010 04:58 AM
06-10-2010 05:34 AM
06-11-2010 01:12 AM
Correct, associations will not satisfy your need as they only associate a like entity type.
You will need to create a new table and entity - AccountRelatedContact(Account 1...N table)
Create a tab form with Grid on the Account Mainview page.
I would probably go with a simple modal dialog QuickForm for the AddEditAccountrelatedContact records.
I've created this solution in SLX v7.5.1 about 6 months ago, do not recall if I ran into any specifc challenges but I do recall that I got it working OK.
06-13-2010 04:07 AM
06-21-2010 02:48 PM
My company did the same as as PhilP's client for contractors. It made life easier on extensive projects as well as correspondence tracking for us.
As much as customizations would be beneficial in areas, we're starting to get to the point where any more tweaks and changes, we might as well hire an in house developer