Customers are now required to inform bank and record their nominee/beneficiary details. These details are required to be captured under each household.
For example – Rohan Aggarwal is a customer with us, and his wife Richa Aggarwal is his beneficiary. So now the system must display both Rohan and Richa as Customers with Aggarwal Household with Rohan as Primary and Richa as Beneficiary.
Here I have enabled the account contact relationship for making one account as primary .
I dont understand how to do this beneficiary .
Hi Sundi,
The related tab will link records based on the Lookup Relationship field. Remember you must add it in the Page Layout.
If I understood correctly the scenario, you should a Lookup Relationship field into Contacts object where you will set the Account that contact is the beneficiary.
Account:
Contact:
Hope that helps, otherwise please let me know
