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