One account's membership of one account group. Every feature that is scoped by an account group reads these rows to decide whether a customer or partner belongs to the group. Rows are added by hand from the group's Members tab or created by the group's Process Members action.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupId | Account Group | Lookup → AccountGroup | | The group the account belongs to. Filled in automatically when the member is added from the group's Members tab. |
AccountId | Account | Lookup → Account | | The customer or partner account that belongs to the group. |
BatchInstanceId | Batch Instance | Text | | Identifies the Process Members run that created the row. The next run removes rows carrying an earlier run's identifier. Rows added by hand have none, so Process Members never removes them. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Defaults to on. Price lists, tax groups, trade schemes and selling scope only count a membership that is active, so switching it off takes the account out of the group for them without deleting the row. Discount groups, visit plans and package components ignore this flag and still count the account. Members created by Process Members are always active. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | Not filled in by Process Members or by the standard New member form. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UniqueKey | Unique Key | Text | | The group and account identifiers joined together, written by Process Members. It is not a uniqueness check: adding by hand an account that a run also adds gives two rows for the same account. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete Selected | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Delete in page. |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | NewInline | New |
UIAction | UI Action | UIAction | UI Action |
