Dear all,
in my case there are some contacts who can be linked to different accounts. Therefore I configured a 1:N Relationship. So I can easily add 5 accounts on the contact entity on the subgrid. Also the subgrid on account shows my linked contact a few seconds later - just because of the relation i guess.
When we start with a lead there are two different business process flows. On the one hand side it triggers the standard opportunity process on the other it just stops and set the lead to disqualified. So if the 2nd condition triggers the standard creation of contact and account won´t work. Thereofre I configured a workflow to create both records if the lead is disqualified. The field "parentcustomerid" is automatically filled, but i can´t update the subgrid once the contact is created. At the end i dont have a connection from the account to the customer, because the subgrid isnt automatically filled.
Furthermore I work with connections to link accounts together. It´s just to see that they belong to each other. Would you recommend the standard functionality "connections" without using any roles, because I dont know which roles i should choose for...
Thanks
Patrick