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218Hello,
I posted the question below a few days ago but have not had any responses I’m not sure if it’s because I posted to an incorrect forum or if what I’m asking cannot be done, but I’m trying this forum instead.
I'm fairly new to Dynamics and have done some research online but cannot seem to find an answer. Can anyone help with the following
I have a sub grid on the Contact record which displays a LEADS related to the contact. The contact is also related to an account, the situation is there could be 10 contacts from the same account who are also leads so on each of the ten contact records there will be a lead sub grid with a view showing columns like name, topic, source and so on. I want the info from the ten different views on the individual contact records to cascade up to the main account record. The aim being a user can look at the account record and see in a single view at the account level all the related lead info e.g. name, topic, source. Is this possible with the basic functionality, I don't want to use any code.
Thank you
Ladga
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