Method:Classic General Q&A

Re: Entity & Customer

Method_Adam — Fri, 01 Nov 2013 15:28:45 GMT

Great to hear Andy!

Re: Entity & Customer

andy — Fri, 01 Nov 2013 15:14:43 GMT

That makes a few things a lot clearer.

You learn something new everyday.

Many thanks.

Re: Entity & Customer

Method_Adam — Fri, 01 Nov 2013 15:11:04 GMT

Hi Andy,

They are not exactly linked, more like one in the same. The Customer table is actually just a view on the larger Entity table. The Entity table contains all of your Customers, Leads, Vendors, Employees and Other Name records. When you look at the Customer table, you are really just looking at a filtered Entity table. This is why the Entity.RecordID and the Customer.RecordID are the same. It is the same record in the table, and therefore the same recordID.

Hope this helps,

- Adam

Entity & Customer

andy — Fri, 01 Nov 2013 09:29:38 GMT

I noticed whilst editing the ’Edit Case' screen the following conditional statement on the 'Lead / Customer / Vendor / Employee Info' button...

The Entity.RecordID is retrieved using the FullName from the 'Customer / Vendor' screen value. If the Entity is a customer the edit customer screen is opened in a pop-up using the previously retrieved Entity.RecordID as the active Record ID.

So my question is are the Entity.RecordID and Customer.RecordID linked?