Forum Discussion
swwong1
2 years agoHelper III
Customers with 2 Account Managers
Hi All
I have a scenario where a customer has 2 account managers (local vs domestic). Based on the data structure, I was thinking of duplicating the client data so there is one line for domestic account manager and one line for international account manager per customer.
However, when I select a particular account manager (eg. E01 example in yellow), I would like to know the customer level of both domestic and international even though they may not manage both accounts.
Any help/tips greatly appreciated on the most efficient way to model this.
1 Reply
- ThxAlotSuper User