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Account entity and Cases Regarding RRS feed

  • Question

  • Hi,

    In our CRM when I open an Account in the left-hand navigation there is a Cases Regarding entry. Is this out of the box with CRM? If so, how would I know that? And what does this Cases Regarding actually meant to signify? Is there any good resource that points one to the OOTB user interface for the main entities and the associated left hand navigation entries.

    Thanks,


    Maz

    Thursday, January 8, 2015 2:28 PM

Answers

  • Hi,

    Yes, the link in the Navigation menu is added for some 1:N system relationships and all custom 1:N relationships - this is why Cases are in there, it will show all Cases for the Account that you're looking at. You can remove the link in the Navigation menu if you want via customizations but you can't add anything in there unless the relationship exists.

    • Marked as answer by MazP Monday, January 12, 2015 3:44 PM
    Monday, January 12, 2015 3:36 PM

All replies

  • Hi,

    Yes, the link in the Navigation menu is added for some 1:N system relationships and all custom 1:N relationships - this is why Cases are in there, it will show all Cases for the Account that you're looking at. You can remove the link in the Navigation menu if you want via customizations but you can't add anything in there unless the relationship exists.

    • Marked as answer by MazP Monday, January 12, 2015 3:44 PM
    Monday, January 12, 2015 3:36 PM
  • Thanks Jon.

    Maz

    Monday, January 12, 2015 3:44 PM