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Relationships
eSalesTrack gives you the ability to create relationships
between normal modules. Relationships provide the ability to have records
from different modules be related back to each other. There are a few
different types of relationships depending on how you would like to relate
records to each other. Most likely relationships have already been set up
for you if an eSalesTrack rep created your account for you, or if you signed up
for a template account.
One-to-one relationship: This type of relationship will
allow you to relate a single record from one module to a single record in a
different module. This also gives you the ability to put fields from one
module on the form of a related module. This allows you to create more
than one record by filling out one form. A common example of this
relationship is one account to one contact. This relationship gives you
the ability to put your contact fields on the account form and create both an
account record and a contact record when you fill the form out.
One-to-many relationship: This type of relationship
will allow you to relate as many of one type of record to a single record from a
different module. A common example of this is one company to many
opportunities. This relationship allows you to have many opportunities
associated to one account.
Many-to-many relationship: This type of
relationship will allow you to relate many records from one module to many
records from another module. This works well for an example like events
and contacts. There could be many different contacts attending many
different events.
Many-to-many (template) relationship: This type of
relationship will allow you to relate many records from one module to another
record from a different module. A common example of this is one
opportunity to many (template) product (line items). This will allow you
to create a product catalog, add a set of products to an opportunity, and create
an invoice form the information.
To create a relationship:
1. Open the form manager for the module you would like to
create the relationship in.
2. Click on "New Field".
3. Give the field a name.
4. Select data source from the field type drop down.
5. Select the related module from the Module drop down.
6. Select the type of Relationship from the Relationship
drop down.
7. Move the created field (if the relationship creates a
field) onto the layout.
8. Click "Save Form Layout".
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