We are beginning to utilize the "Member Organizations" feature to link regional offices to a national account. We would like to have a link from the "Child" accounts to the "Parent" account, but have only been able to use a custom calculated field (member_of_company_name_c, related($member_of,"name")) to pull the Company Name. We haven't been able to figure out how to make that field an actual link to the "Parent" account. Is this possible?
Screenshot attached...
Hi Vince,
There shouldn't be a need to create a custom field to display this information. The Accounts module natively has a 'Member Of' field which displays the parent account name with a link. Since the field is a relationship field, it is not visible under Admin > Studio > Accounts > Fields. The field should be available to add to your record view layout in Studio though.
If you don't see the field in the list to add to your layout, see if the label of the field has been changed by going to Admin > Studio > Accounts > Labels and searching for 'LBL_MEMBER_OF'. If that label string does not say 'Member Of', then the field is likely listed with the edited name instead.
Hi Vince,
There shouldn't be a need to create a custom field to display this information. The Accounts module natively has a 'Member Of' field which displays the parent account name with a link. Since the field is a relationship field, it is not visible under Admin > Studio > Accounts > Fields. The field should be available to add to your record view layout in Studio though.
If you don't see the field in the list to add to your layout, see if the label of the field has been changed by going to Admin > Studio > Accounts > Labels and searching for 'LBL_MEMBER_OF'. If that label string does not say 'Member Of', then the field is likely listed with the edited name instead.
