What I would like to do is relate those records to their respective accounts, & have a field of some sort that when a sales rep goes into an account, they can see previous calls done for that account and by clicking on the record ID they can view the record in question.
Is this something that is possible?
Thank you
6 件の回答
That's actually great! Try this:
1. Create a lookup field from Visit to Account
2. In the flow, in addition to writing the NAME of the account, write the ID of the account into the new lookup field.
