Hi all - looking for some affirmation or confirmation?
I have about 100K account reocrds. We expect there to be some accounts that have a foundation or endowment account as well. We do have an org type field that has whether or not each account is a corporation, foundation or endowment by the way so I think that will help. However, I'm trying to find them and most likely connect them. Couldn't DTV do this? Just not seeing how - any suggestions would be much appreicated! Thanks!
Hey @bhare1357 - Certainly! We'll need to understand how you are hoping to link them, whether that be a lookup field, junction object, etc. Please send us an email to DemandToolsCOE@validity.com and a member of our team can schedule a call to talk through the use case!
Hey @bhare1357 - Certainly! We'll need to understand how you are hoping to link them, whether that be a lookup field, junction object, etc. Please send us an email to DemandToolsCOE@validity.com and a member of our team can schedule a call to talk through the use case!
