Ability to limit only one relationship of a particular type on an account

In some situations, there is a need to prevent having more than one of a particular relationship type.  There should be a configuration option when adding the relationship type to only allow for one of that type at a time on the account.  We use relationships to indicate the lead on an account, and then we report revenue by account.  If there is more than one lead relationship then the $ amount gets double counted in our reports.

  • Guest
  • Sep 5 2019
  • Attach files