HI there, I'm pretty new to CRM but what I am looking to do doesn't seem to be too complicated, but I haven't been able to figure it out. We currently have a few custom entities set up with a N:1 relationship to the account entity, so that when you click on an account, you see the custom entity (called Servers) on the left hand side:
What we want to do is basically take the data (or the custom attributes) in the "Servers" custom entity (red arrow), and make those attributes available in the "accounts" form so that we can add them under the "servers" tab (blue arrow). More or less, we want to move them from the left, and make them available to add to the accounts form under the servers tab, without losing the data.
Is there an easy way to do this?
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