In the Account module the “Member of” field only takes the account name, I want to have the contact name of the person so how can I do that?
Will I need to create a contact-related field or is there another way to manage this?
Or can both modules be combined into one field? As per our requirement, when we need an account name then it should be fetched and when we need a contact person name then we can add a contact person.
Sir,
The “Member of” field will only accept the Account Name, not the Contact Name.
Since we maintain an account-contact relationship, you can view the associated contacts within the Account Details subpanel. From there, you can also create or select additional contacts as needed.