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Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Search for Cross-Referenced Client on a Vendor Record
I have an Entity field called Blocked Attorneys that is a multi-select list (referencing Vendors) and is populated on the Client record. I was able to cross-reference the information and show the Clients on the Attorney record. I am looking for a way to create a Vendor search showing the Clients that each Attorney (vendor) is blocked from. The only solution I can come up with is to create a custom field on the Vendor record that is synchronized via a script and then access that field in the search. I am looking for a cleaner solution but am not
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