Hi All,
I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here (https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730)
Say for example:
I have the "Company" entity and I have my custom entity "SubProducts"
I want to have a tab in the Company record where I can assign one or many SubProducts to the company
Basically I would like the ability to go to a company record - select SubProducts tab and select add/new sub product that can then be viewed in a grid
My questions are -
1) When installing the
custom entity do I need to select either "Has Companies" or "Owned By
Companies" or both?
or is this where a
view makes the link to the company.
2) What is the best way to create the view (or link) between the new entity and the Company entity?
Any advice much appreciated
Thanks in advance,
Paul