Enable Salespeople to Add Household Relations to an Account

Let your salespeople add household or a group relation to an account. Here's how you enable:

  1. In the Setup and Maintenance work area, use the Manage Standard Lookups task:
    • Offering: Sales
    • Functional Area: Sales Foundation
    • Task: Manage Standard Lookups
  2. On the Manage Standard Lookups page, search for ZCA_RECORD_TYPE.
  3. In the Lookup Codes section, select the Enabled checkbox for Group.
  4. Save and Close the page.

    Household will appear as an option in the Add Relation button in the Relationships subtab of an Account edit page.