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Customer experience | Sales, Customer Insights,...

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Posted on by askhdcakjm

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Hi,

I have connected two entities together (contact with an organisation). One the connection subgrid on the contact entity, I can see the connection.

However, I can't show it on the organisation side, there is no 'connected' when saving a view on the sub-grid under related records,

How do I do this so you can see the connections linked to the organisation even if they were created from the contact entity side?

Thanks.

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Charan Raju C R 7 Moderator on at

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Hi askhdcakjm,

You can add connection subgrid on account form to view related connections as in the below screenshot.

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Ayaka Iwai Microsoft Employee on at

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Please go to [advanced settings] > [system customize] > [entity] > [form]

As Charan says, you can add connection subgrid on account form to view related connections.

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