I'd like to be able to build the a list of users that represent and account team on the account form. This would be essentially identical to the functionality of the sales team subgrid on the opportunity form. But I can't figure out how it was done.
The subgrid on the Opportunities tab is using connections. But when I add a connections subgrid to the Accounts form, I can't add new members directly (no new/add button appears). Instead I have to add a connection using the Connections command button or navigate to the associated records view which isn't preferred.
After finding another post elsewhere that mentioned using automatic access teams, I have added an "Account Team Template" access template and I've added a subgrid of users using the associated team members view and the proper template. This works but I can't specify a role which is pretty important to me.
Anyone have insight to this?
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