We are working hard to make updates to the Shop and Account Management portal.

Please note that many of these changes will roll out this Saturday, June 1st and will require downtime. We are working to ensure minimal disruption for our eOne community and really appreciate your patience as we push out these changes. Please reach out to sales@eonesolutions.com with any questions.

Using a Relationship

Using a Relationship

Use a Relationship column to define which lookup field you are attempting to set when utilizing Advanced Messages. For example, setting the primary contact on account.

  1. On the Integration tab click on Additional Columns tab.
  2. Click on Add Additional Column button.
  3. The Additional Column window will open.
  4. Name – enter a name for the column.
  5. Tab off the Name field to enable the Type field.
  6. Type – select Relationship.
  7. Entity – select the entity that represents the source side of the relationship.
  8. Relationship – select required relationship from the list read from the previously selected entity.
  9. Entity Role – select the direction of the relationship.
    • Referenced –
    • Referencing –
  1. Click Save.

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