Hi

I'm planning some development which will involve creating a new table linking off the Lead table (one to many relationship). I want the contents of the table (per lead) to be accessible from the account if the lead is qualified as an account. Can this be done?

I'm think there could be 2 ways of achieving this, one would be to create a corresponding table hanging off the account table so the data would transfer straight over when t he lead is qualified, the other is to have a centralised table that both the lead and account have access possibly linked on leadid and/or accountid on qualification.

Could any of these methods actually work?

I have previously brought additional fields over from the lead table over to the account table on a one on one basis but this table would need to be a one to many relationship.

Has anybody any advice before I attempt to develop this.

Thanks in advance.

Dave

I'd go with the former (much easier). Create an unlinked table - have the EntityID related to the LeadID. On post of conversion from qualified lead to account then just mod. the EntityID back to to the AccID. That way, no data copying to do and both grids would be bound to this ID and would just "work".

Thanks Mike

That sounds straight forward enough.

Would this method cope with multiple lines per account? - Would there be some other unique identifier other than Entityid?

Dave

Yes, as there would a PrimaryID (making it 1:M) - then CreateDate, CreateUser etc. The next column would be the EntityID - which you would use to bind the grid against (either LeadID or AccountID).

Thanks again Mike