Custom Dataform Links to Try: Related Companies

The Related Companies link is a very helpful custom dataform link to add to your Client Master dataform. The Related Companies link displays a popup of all companies related to a single parent company and allows you to jump to the Client Master record of a related company.

Note: Advanced administrative access is required to set this link up, inactivate this link, or move this link. If you need assistance setting up this link, please enter an extranet case.

Here's how it works!

First your Global Administrator must configure the Related Companies link to display on the Client Master dataform (see Configuring Custom Dataform Links ).

Then, for ClientSpace to display related companies, you must identify parent and child relationships for your companies. This is easily and quickly done on the Client Master dataform.

Identify a parent company by setting the Parent Company field of a parent company to itself.

In the example below, we have opened the Client Master record of a fictitious company named MysteryMall and have set the Parent Company field to MysteryMall:

Client Master record with parent company identified as itself

Then, we set the Parent Company on the Client Master of other child companies to MysteryMall as shown in the example below:

Client Master record with child company identified

Now, when we click the Related Companies link on the Client Master record of the parent or child records, a list of related companies displays:

Client Master record with related companies popup window displayed

Clicking the up arrow next to a related company in the list opens the Client Master record.

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