I have a âLoansâ custom module that has a 1 (Loan):many relationship with my âAccountsâ module which when I created the relationship I changed the âAccountsâ label to âBorrowersâ. I now want to create a many:many relationship between my âBorrowersâ module and my âContactsâ module and relabel the Contacts side âDirectorsâ. How do I form the relationship with the âBorrowersâ module as all I seem to be able to do is form a relationship with the âAccountsâ module again?
Using Studio you can set different relationships. I donât see any problems. The relationship many-to-many for module âContactsâ/âDirectorsâ with âLoansâ is standard possibility.
I have created a ONE:MANY relationship between LOANS:ACCOUNTS and I have renamed the ACCOUNTS side BORROWERS. So it displays:
So the Subpanel now under LOANS says BORROWERS instead of ACCOUNTS.
My question is, how do I create a relationship with BORROWERS?
BORROWERS is only label for subpanel of LOANS but the name of module remains the same - ACCOUNTS. You can use name of module ACCOUNTS for creating relationships. What relationship do you want to create (ACCOUNTS/BORROWERS <â> ???)?
Maybe I donât understand you correctly. If so then give me more information.
No, youâre pretty spot on.
Although they are the same module displaying the same data
I now want to create a many:many relationship between BORROWERS and CONTACTS (Which I will rename the CONTACTS side to DIRECTORS). I want to be able to select a âBORROWERâ and allocate who the DIRECTOR is to that BORROWER. So I need to create a relationship with that particular ACCOUNT module that is called BORROWER.
Here is my BORROWER (Accounts Module)
When I select the BORROWER, the subpanel underneath the BORROWER is to be the DIRECTORS (Contacts) Subpanel.
I donât see a problem. Create a many-to-many relationship between the Accounts<->Contacts modules. Set the label for the Contacts subpane as DIRECTORS.
I donât know the full logic of how your CRM works. Perhaps you need to do something else.