For a single Relationship Type pairing of "Client<-->Agent":
If I want to be able to select either "Client" or "Agent" in the Type field when I create a new Relationship record, and have the second auto-created record's Type field be either "Agent" or "Client", respectively...
...then must I create two items in the NPSP Settings Reciprocal Relationship list:
Name:Agent --> Neutral:Client
and also another item
Name:Client-->Neutral:Agent
or can I get away with entering just one (either one)? Looks like I need two, but just checking before I do the work.
Thx!
@Salesforce.org System Administrators @Nonprofit Success Pack
8 respostas
I actually figured this out. I was looking in regular settings under object manager as opposed to NPSP settings. Thanks for responding!
