field dependencies

the CRM team is not knowledge with many functions like sales and production yet they touch these aspects many times a day.

when changing a field in contacts, leads, opportunities, organizations, and production it causes a multiple opportunities for problems when it comes to dependencies. one item changed or added in a field needs to be corrected with all object fields. requiring changes in field dependencies is a pain in the butt when a CRM agent does not know the company products very well. the biggest problem is the order if the items in fields changes when you are working in dependencies. it is a problem for them to select product family items to match with product categories when it is all scrambled and out of order when trying to keep the category items matched to the family items.

try to keep the order the same as the items in the field when we are working on dependencies.




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