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When on a contact record I want to be able to see related orders. Right now only leads and opportunities show up.
How can I make Orders show up under Related Records
Nevermind I was on the wrong entity, I see it now, thanks so much!
Hi,
before that please check relationship again.
because on my instance it is OOB and of managed type as highlighted below:
Please check once.
Thanks,
Pradeep
Orders doesn't show up for me as an option here. Do I need to create a relationship?
HI,
I checked the same on my online instance and On contact we have multiple main forms like "Information", "Contact" etc.
when i checked the Information form then in related Tab, i am able see the order entity.
Now when i checked the "Contact" Main form then it was not there.
So, by following below steps i am able to see the order entity in related.
Thanks,
Pradeep.
Please mark this as VERIFIED. if it helps.
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