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Daniel Seiler (Kreis 1 GmbH) 님이 #Non-profit Cloud에 질문했습니다

Hey, 

 

creating households through the guided flow is not sufficient for my needs for several reasons. That´s why I wanted to create my own flow, which is doing the same thing in the end with more customization.

 

During this I discovered, that the party group relation record is getting created + one business account representing the household.

So far so good - but except from the view through ACR I cannot find anywhere who is involved in this group.

 

On the party role relationship group record I only see the account lookup, but for example no related list which shows all the other individuals / other companies, which are assigned to this group.

 

Can anyone help on this please?

 

#Non-profit Cloud

답변 2개
  1. 2024년 8월 30일 오후 5:22

    @Daniel Seiler Did you ever find a solution for this? I'm having the same problem. I'd like to see the relationships and roles as related lists on the Party Group Page.

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