Related Entities not having "Add Existing" capability RRS feed

  • Question

  • I'm new to CRM 2013, and have been trying to figure this out for a couple of hours.

    I've created two custom entities: Survey Households & Survey Targets. There is a 1:N relationship between Survey Households and Survey Targets. When I try to add a Survey Target to a Survey Houselhold from the Survey Household form, the "Add Existing" option is not available. I can only add a new one. What do I need to do to make the "Add Existing"  option available?

    Thanks in advance for your help.

    Wednesday, April 23, 2014 8:21 PM