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Customer experience | Sales, Customer Insights,...
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Linking data from one entity to another

Posted on by 188

Hoping someone can help. 

We have built a tab on the opportunity entity to record other contacts connected to the opportunity apart from the main contact (they could be suppliers we need to know about, other contacts not at the same firm etc) we have built the fields as lookup fields but now need to build an area in the contact or account entity to show this data.. i am presuming it is a calculate field but not sure how we would do this, any suggestions would be appreciated. 

  • Anton Dali Profile Picture
    Anton Dali 85 on at
    RE: Linking data from one entity to another

    So many doubtful customizations whereas "Connections" functionality fits perfect to this case.

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