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Hi Everyone,
I'm trying to add an account-specific marketing calendar control to the Account entity, with the goal of showing tasks, appointments, upcoming events, etc. for a specific account within a tab on the Account main form.
Which was super helpful, but I can't figure out how to filter the calendar just to show activities related to the account.
Anyone out there have any suggestions?
Thanks,
Tony
Hi AnthonyUliano,
When you create the subgrid, check the "Show related records" checkbox would filter the activities regarding to the account. Please see the following screenshot.
UCI:
CI:
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