Yetiforcecrm: Contact could not belong to two or more accounts

Created on 30 Mar 2017  ยท  3Comments  ยท  Source: YetiForceCompany/YetiForceCRM

Issue

A contact could not belong to two or more accounts. As an example, a Doctor could work in two or more clinics. A Director could manage two or more companies. The contact is the same, the context changes (relationship with the account).

Actual Behavior


I didn't find a way of doing this relationship.

Expected Behavior


On the account form, a way assigning an existing contact, besides the possibility of creating it that already exists;
On the contact form, a way of assigning one or more accounts for the contact, plus the possibility of viewing all account relationship that the contact has.

How to trigger the error


1.
2.
3.

Your Environment

  • YetiForce Version used: 3.4.0
  • Browser name and version: Softaculous
  • Environment name and version: Sofocoulous
  • Operating System and version: MACOS
โ” question

Most helpful comment

How you gonna manage such contact and this new relation in customer portal?
There will be mess I guess...

All 3 comments

How you gonna manage such contact and this new relation in customer portal?
There will be mess I guess...

No, just internally, this relation should be in the core product.
We had got that way in Siebel and in the old Pivotal CRM

Currently it is correct, since there are other functional dependencies.
You can add a contact relation but it will not integrate with the rest of the system

Was this page helpful?
0 / 5 - 0 ratings

Related issues

RedMoon27 picture RedMoon27  ยท  3Comments

skramanzia picture skramanzia  ยท  3Comments

Raggazzoo picture Raggazzoo  ยท  3Comments

liberox picture liberox  ยท  3Comments

rskrzypczak picture rskrzypczak  ยท  3Comments