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Scraps Cross Object Formula and Person Accounts
Hi all,
So, Cross Object formula won't work between Person Accounts and Business Accounts because they're the same object. That makes sense, although it's really frustrating!!
Can anyone provide a thought or idea or insight on how i can get around this? Basically, all i need to do is put a field on a Person Account that references a field on a Business Account. It sounds simple enough, but i can't for the life of me figure it out!
All suggestions greatly appreciated.
Kind Regards
I have a simple, similar request. I'm trying to figure out how to move a date field from the Account level of the Person Account record to the Contact record so that I can do a formula calculation. All of the normal means seem to not work. Please help if you have an idea!