Relationship Advice RRS feed

  • Question

  • I would like help creating a relationship (or several) if need be. I have a Company (an entity) that employs Contacts (an entity). Those Contacts do regular Site Visits (an entity). 

    What I need is when I am in a sub-grid in my Site Visit... I need to be able to select from the Contacts of the Parent Account (the Company). 

    Contacts (or Company) does not show up under the Associated View.

    Thanks in adavnce.

    Tuesday, June 24, 2014 7:46 PM

All replies

  • Can you confirm what version of CRM you are using?

    I'm not sure I totally understand your question so correct me if I am wrong.  You have a custom entity 'Site Visit' that has a M:1 relationship with Contact  What you need to do is when creating a new Site Visit record, only select Contacts for the Company that the Site Visit is linked to? If this is the case then you would use a filtered lookup on the Contact lookup field on the Site Visit record so that only Contacts linked to the Account lookup field are selected.


    Tuesday, June 24, 2014 9:02 PM