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