Saturday, December 1, 2018

Update Done on the Company Name of an Entity Does Not Reflect on Its Other Relationships

Steps to Reproduce:

1. Navigate to Lists > Relationships > Customers > New.
2. Set Type to Individual.

3. Provide a Name and click Save.

4. Edit the newly-created customer record and under Relationships tab, click the + icon next to Other Relationships.

5. Select Partner and click Save. Click Continue on the pop-up window to confirm.

6. Edit the customer record again and fill out the Company Name and Email field.

7. Click Save.

8. View the partner record created from Step 5.

Actual Result:

Email shows the same email from the customer record but the Company Name field is empty.

*** This is by design. The Name/ID field is the key field that links related entities which stays the same for all of them. Other standard fields like Email, Phone, Department, etc. remain the same for linked entities but not Company Name. Although linked entities can keep the same contact information, it is also practical to see different company names per entity type.

In order to change, for example, the Company Name of the other relationship records, the Auto checkbox must be unchecked.

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