This enhancement, which is coreBOS Updater compatible and does not modify any base files, will separate the Account/Contact RelatedTo field on the Potentials module.
The current field will be used for Accounts, so all records that are related to accounts stay the same. If the Potential is related to a Contact, the current value in the RelatedTo field will be copied to the new Contact field and the RelatedTo field will get filled in with the Account related to the selected Contact.
Next | Chapter 14: Separate RelatedTo field on Projects.