The Swap Signee function displays all Accounts by default from the Signature Page in CRM Offline. The siblings and affiliations Accounts are available in that list, but should be displaying by default initially.
- Siblings are Accounts related to the Business Account in the Account hierarchy (Child Accounts)
- Affiliations are any record
Note: The user has access to the Business Account and its siblings. The user can see the siblings display by default on the Call report Attendee section.
The Child Account does not have a value for Parent_Account_vod__c. This causes the Swap Signee to recognize all Accounts as possible siblings.
CRM Knowledge Article: What Relationships Appear for a Swap Signer on the Signature Page in CRM Offline?
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