05-06-2021, 12:16 PM
I've yet to test cbrelations, but the problem I have is that I want to make sure the popup in a salesorder (that opens when you want to select a contact) pre-selects the contacts that have a relation to the account already selected for the salesorder. We have that now, but we can only select 1 account per contact through that mechanism, and that is just not a workable way of doing things. So I want to pre-select the contacts that are related to the account, through cbrelations or some other module.
Also, I don't think it is conceptually correct to fill in the account the contact 'works for'. It is hardly ever our business to know how the exact labour-relation is between a contact and his/her employer. I think we should focus on why we, from our business perspective, should be interested in the contact in relation to the account. If you catch my drift.
Also, I don't think it is conceptually correct to fill in the account the contact 'works for'. It is hardly ever our business to know how the exact labour-relation is between a contact and his/her employer. I think we should focus on why we, from our business perspective, should be interested in the contact in relation to the account. If you catch my drift.