Hi guys,
You have been a massive help in getting our CRM moving, I just want to start by saying thanks for all your help so far.
I've created a custom entity for recording different types of notes, this is linked to accounts and contacts, but I now need to link this to Opportunities and am scratching my head. What we need is to go onto an Opportunity and (ideally) have a subgrid that shows the custom entity notes relating to the Contact or Account that is linked to the opportunity.
For example, an Opportunity is raised against Contact1, contact1 already has related records such as Biography, relationship to business etc, we need to be able to load the opportunity and see Contact1's records in a subgrid.
I can see how to do this in SSRS easily enough but am hitting a wall doing it on the form.
Your assistance, as always, is greatly appreciated!
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