I need some assistance in modifying an existing SSA field for companies with related companies.
On an Opportunity for the field oppo_primarypersonid, a SSA field is used to display a list of people for the opportunities associated company. In this scenario, the company has related companies associated with it and they are defined in the table RelatedEntityData. It is a parent child relationship (i.e. Parent = Corporate Child = Location)
The users want to be able to see all people from the related parent and child or the related child and parent when making a selection for the SSA field for oppo_primarypersonid. Therefore, if the user was on an opportunity for the parent company, they would see all the people from the parent and child. If the user was on an opportunity for the child, they would see all the people from parent and child. In the oppo_primarypersonid, they want to store the pers_personid in this field. This person might be from the parent or the child company.
I don't have a lot of experience setting up a SSA field, therefore, I am having trouble wrapping my brain around how I might do this or if I could even do this with a SSA field.
Am I on the right track with this? I am hoping you can push me in the right direction.
Any assistance that you could provide would be greatly appreciated!