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How can I add both Partner Contact AND Partner Customer to 1 Claim

Bart van der Meer
on 4/9/13, 10:59 AM 862 views

In Claims I need to record which contact reported the claim and also which Customer this claim is related to. Though as both Contacts and Customers/Partners are using the same table I can only add either one to the Claim. Is there a solution for this?




| 5 4 7
Baarn, Netherlands
On 4/9/13, 12:01 PM

The solution is to create your own module, which extends crm.claim, and adds another field to the database.

You also have to create a new XML-file, in which you define a new new screen, which in its turn inherits the view for claim. In this new definition you add the new field.

Another solution is to select either the partner/customer in the reference field and select the partner/contact in the Claim Reporter field

Endosoft B.V., Bart van der Meer
on 4/10/13, 6:36 AM

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Asked: 4/9/13, 10:59 AM
Seen: 862 times
Last updated: 3/16/15, 8:10 AM