I have a sales force that uses the CRM We have your normal tables companies contacts, calls, meetings and employees
I want to track all the calls made by my employees and have a relationship setup between calls and employees. every employee record has a User ID field that I associate their User Id to the employee record. that works great.
What I am trying to do is that when a user is in the calls section and they create a call I want to associate it to their employee record without them having to select a field that the relationship to employee is.
My thought was to create a trigger that when a call is created it just copies the created by field to the related employee field. Unfortunately it sees the created by field as a User ID field but the relation field as text and therefore just enters text but does not associate it to the employee.
Has anyone come up with any workarounds for this?
Category User Experience
Date Created 3/6/2019 11:10:43 AM
Date Updated 11/5/2020 4:42:47 AM
cooper collier 3/6/2019 12:11:43 PM
From what I read here, I think this all should be done with a basic relation. I feel like your relation's may not be correct.
Jump over to the videos and check the Relations Ones