When I look at the parent/child relationships in the Account view (the Account Hierarchy Tile Form), it looks like it is showing the ‘record owner’ (who created it), as opposed to the Account Manager field info. Any way to ‘adjust’ that?
When I look at the parent/child relationships in the Account view (the Account Hierarchy Tile Form), it looks like it is showing the ‘record owner’ (who created it), as opposed to the Account Manager field info. Any way to ‘adjust’ that?
Hello,
I believe you can change Quick View Form that is used to display the data - stoneridgesoftware.com/.../
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