CRM On Demand - Administration (MOSC)

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CO3 and Accounts relationship

edited Jan 16, 2015 4:54PM in CRM On Demand - Administration (MOSC) 5 commentsAnswered ✓

Hi friends,


Need your suggestion. We have observed this behaviour between CO3 and Accounts. please see the scenario below.


CO3 'A' already has an account 'X' linked to it and this Account is shown in the Account lookup field on the CO3 'A' detail page. Now when we goto to some other account 'Y' and in this account 'Y's related info section on the CO3 section, if i click on the ADD button and associate the CO3 'A' this is not changing the account on the CO3 detail page to 'Y'. We want to know how this relationship is established. is it a link or a join. please explain...

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