I am trying to create a relationship between Account, Case and a custom entity (subscription). So, these relationships already exist:
Is there a way to create a N:N that could show on a Case all Subscriptions related to the Account listed as the Customer on the Case?
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Thanks, Wayne...I didn't even think of the Quick View, and that gave them exactly what they needed to see.
You might be able to achieve this through the Account Quick View form. Make a new Quick View for the Account and add the subgrid for Subscriptions. Then add that Quick View to the Case form. Now, when you add an Account to a Case, you should also get a list of related Subscriptions.
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