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Showing related customers on lead RRS feed

  • Question

  • Hi

    I'm trying to add a view of related customers to the related entities area on the lead. I wan't the user to be able to view which customer(s) the lead was convereted to. The relationship already exist out-of-the-box as the Originating Lead which is shown on the account form. But when I try to customize the relationship to show the related accounts on the lead the "Display option" is set to "Do not display" and greyed out. Why am I not allowed to display this relationship on the lead? And is there a supported way of changing this? 

    Thanks


    Kind regards, Thomas Rath

    Tuesday, July 17, 2012 7:37 AM

Answers

  • Hi Thomas,

    You could add 3 sub-grids to your form to show the Account, Contact and Opportunity that was created on Lead conversion.

    When you add your sub-grids, make sure you select the relationships 'Accounts (Originating Lead)', 'Contacts (Originating Lead', and 'Opportunities (Originating Lead)'. Also, to save space, set the sub-grid formatting to 1 or 2 lines as you will only ever have one record displayed in each sub-grid. Once done, it should look like the screenshot below.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Proposed as answer by Rob BoyersEditor Tuesday, July 17, 2012 8:30 AM
    • Marked as answer by ThomasRath Tuesday, July 17, 2012 9:11 AM
    Tuesday, July 17, 2012 8:30 AM
    Answerer

All replies

  • Hi Thomas,

    You could add 3 sub-grids to your form to show the Account, Contact and Opportunity that was created on Lead conversion.

    When you add your sub-grids, make sure you select the relationships 'Accounts (Originating Lead)', 'Contacts (Originating Lead', and 'Opportunities (Originating Lead)'. Also, to save space, set the sub-grid formatting to 1 or 2 lines as you will only ever have one record displayed in each sub-grid. Once done, it should look like the screenshot below.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Proposed as answer by Rob BoyersEditor Tuesday, July 17, 2012 8:30 AM
    • Marked as answer by ThomasRath Tuesday, July 17, 2012 9:11 AM
    Tuesday, July 17, 2012 8:30 AM
    Answerer
  • Great. Why didn't I think of that. Works like a charm.

    Thanks Rob


    Kind regards, Thomas Rath

    Tuesday, July 17, 2012 9:12 AM