Jump to content
X2Community Forums

Creating relationships automatically between accounts that share firstName, lastName, and address


Recommended Posts

Hi.

Would anyone know of a way to create relationships automatically between records (of the same module, or various modules) that share certain information, such as the person's first and last name, and address?

 

Thanks.

Link to post
Share on other sites

As far to my understanding, look-up fields only work with modules. So create a new module that represents the common denominator of the different modules, and add a look-up field to each one of those modules so that they would be linked together through that "common denominator module"?

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...