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Phonecall sub-grid in Contact Form RRS feed

  • Question

  • Hi all,

    I would like to add a Phonecall sub-grid in Contact Form but unfortunately found that not all phonecalls records could be shown.

    For example, it can only show those phonecalls with regarding field equal to the contact.  However, once I converted the phonecall into a Case, it will disappear from the sub-grid.  

    I would like to show all the phonecalls related to a Contact, including the contact is appeared in the "Call From", "Call To" or "Regarding" field as well as all associated phonecalls under the contact's case.

    Any help is greatly appreciated.

    Gary 

    Wednesday, October 22, 2014 2:14 AM

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