what is the use of Accounts Relationship tab in Accounts table under related list
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04-04-2024 05:35 AM
Hi Community,
what is the use of Accounts Relationship tab in Accounts table under Related list
Thanks,
Srinivasu
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04-04-2024 06:33 AM
Hi @Srinivasu2
It indicate how the curreny account related with the other Account. Like in screenshot Box is customer of XYZ.
It is like CI relationship.
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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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04-04-2024 12:22 PM
Thank you for above information, how can we use this in real time & please provide any example would be better understanding
Thanks,
Srinivasu
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04-04-2024 11:27 PM
Hi @Srinivasu2
Lets take example
There is a company X which is main account and there is company Y, who is also for me as account but Company X is providnng services to company Y and company X asked me to provide service to company Y as well. so to make sure i follow a good relationship, i will create the account relationship.
A relationship can be customer of / Partner of / Vendor of / Parent / Child etc.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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04-05-2024 12:59 AM
Hi Community,
"company X asked me to provide service to company Y as well" - here me means agent right?
Thanks,
Srinivasu