Need to be able to attach an organization to L2 payment records
We need to be able to attach a payee organization on an L2 payment record that can be different from the org listed on the L1. We've had to create a number of inelegant workarounds in the record and in reporting to get payments to work for our business processes. If it worked like the standard organization field on the L1, that would be the functionality we need.
Jess Main
shared this idea
Would the Level 2 account association be sufficient to meet your needs?
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Roger Lindenbach
commented
I think you might be able to accomplish something close to this by using a lookup field with a report that pulls all of the Orgs as options, but I haven't tried that and will admit that it's an inelegant solution.
One of the reasons why this ask would be beneficial is that it is difficult to pull Assigned Organizations into List Views. You can put it in a display field, but then the List View loads slowly, and the field is not sortable or searchable. So I see the benefit of just having an Organization field like we do on the level 1. If it is available on the level 1, why not on the level 2?