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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?

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Jawaban Terbai

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.

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Penulis

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