Displaying multiple relationships of Accounts and Contacts as one RRS feed

  • Question

  • Hello,

    We have a situation where in our opportunity form, there are multiple relationships between Opportunity and Account and Opportunity and Contact.  This means that each relationship has to be given a separate subgrid and it also means that they are treated separately in third party plugins.


    For instance an Opportunity may have a Manager (Account) and a Salesperson (Account).  However we’d want them both to be combined.

    Can this be done any other way than using a javascript subgrid which 'steals' the values from the other subgrids.   Is there a recommended plugin?

    Tuesday, May 5, 2015 3:48 PM

All replies

  • This is really what the Connection entity is intended to solve.  That way all your Connections can be in one subgrid, but you can define the nature of the relationship of the connection.

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    Tuesday, May 5, 2015 5:18 PM