locked
See related fields from the main entity RRS feed

  • Question

  • My Account entity has a Primary Contact field which is a link to the Contact Entity showing the Contact FullName.

    How do I add more fields from the contact (for viewing only) on the account screen?

    If I can get these fields visible from the account, presumably I can use them in Views of the Account Entity as well?

    Thats what I'm trying to do. I need the Primary contact's FirstName, Surname, Salutation and email address on a view in order to do a mailshot from a list of Accounts using their Primary Contact details.

    As always - help is much appreciated.

    (NB, I'm not a developer, so code is gibberish to me).

    Wednesday, December 7, 2011 10:52 AM

All replies

  • Hi,

    You can do it via relationship and create a view based on the criteria, add the columns which you needed in that.

     


    Thanks & Regards, MS CRM Consultant, V.Surya.
    Thursday, December 8, 2011 4:20 AM
    Answerer
  • Can you be a bit more specific? Or refer me to a doc / site that explains.

    (Dont really understand the new relationship thing)

    Thanks

    Thursday, December 8, 2011 12:31 PM
  • Hi,

    You can create a new relationship betweeen one entity and another entity in CRM, the relationship types are 1:N, N:N, N:1.

    It can be system entity or custom entity.

    You can create a new view and setup the filter criteria based on ur needs.


    Thanks & Regards, MS CRM Consultant, V.Surya.
    Friday, December 9, 2011 12:41 PM
    Answerer
  • Hi i am deforrest,i am happy to see your post,thanks for sharing. Visakhapatnam Jobs
    Friday, December 9, 2011 12:52 PM