Hi ,
I have a Complicated Situation in a view.As am new to CRM am not sure of any other possibilities to Meet my requirements.
I have 3 entities
1) Property Master - Master form has all the Property Details with status Available/Sold /Blocked
2) Property Transaction - Property And Customer Details - with status Sold/Blocked
3) QuickblockProperty - Select Property Details and if property is sold update Property Transaction with
Customer name - With status - Sold/Blocked/Unbloked
All this 3 entities are related to booking a property.
Entity 3 is designed for quick/Bulk entry during a campaign and only if property is sold/ booked,it will create Customer and insert record in property Transaction form with customer details and property Details and update Property Master status as Booked/Sold
Entity 2 is for existing LEad and if the property is booked/sold property it will insert record in property Transaction form with customer details and property Details and update Property Master status as Booked/Sold.
Now the Requirement is I need to create a View linking this 3 forms and i need to show the status of Available/Sold/Blocked property and customer details.
I hv created a view in ProertyMaster coz thats the only entity has available Property details.i have propertytransaction as related entity but when i add columns in my view...its not showing any records from property transaction table even if it has value for that property id.
What could be the issue?i have created N:1 relationship in propertytransaction from with propertymaster.
any help will be highly appreciated.
Thanks