Within CRM 2015, I am trying to create a Fax activity entity view that displays the Subject and other fax fields along with some corresponding contact entity fields based on the contact specified in the “to” field of the fax.
When I create the new view and attempt to add columns, the best built-in relationship option I see is the “Regarding (Contact)” relationship, which allows me to add the contact fields I want. However, when I test the view, all of the contact fields are blank, even though a valid contact is present in the “To” field of the activities. My guess is that the activity is being joined on the “Regarding” field of the activity, which has my Quick Campaign, which, of course, will not match with the contact entities.
Based on this, I attempted to find a way to create a relationship that relies on the “To” field of the activity, but I did not see any way to do this within the New Relationship form. Does anyone have a suggestion for creating my view or how to relate a Fax Activity to a Contact based on the Fax “To” field ?
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