Discussions
"child of" in customer/vendor records
Our sales team has been creating vendors records from customer records, and vice versa- using the info tab within the customer/vendor record.
IE- Customer record-edit-info-other relationship-new-vendor.
What seems to be happening is that when the customer is a "child of" - as soon as the records are connected, the "child of" now associates with the vendor record. Since vendor records have no correlation with child of status, it is causing a bit of a problem. Child of records always begin with the parent name, and this parent name is now carrying to the vendor, and cannot be removed.
the customer 20:Televoip Cards now has a vendor associated as 20:Televoip Cards, instead of just Televoip Cards.
~angela