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Need help with strategy

Question asked by SteveKeiser on Apr 3, 2015
Latest reply on Apr 3, 2015 by philmodjunk

Title

Need help with strategy

Post

I need help with a strategy to deal with an unforeseen need. I developed a collections module. Of course collection notes link to an account key number. What I have found is that sometimes an accounts payable office handles the payables for more than one of our accounts. So that the notes do not have to be copied and pasted into multiple places, I want to be able to link those accounts together so that the notes that are in common, when entered on one account, can be seen from the other linked accounts. I don't see an "OR" choice in the relationships dialog, so I am not sure of the best method for doing this. Would appreciate any ideas.

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