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See account opportunities

Posted on by Microsoft Employee

Following situation

  • account "A1" with opportunity "O1"
  • contact "C1" with opportunity "O2"

in opportunity "O1" parentcontactid = "C1"

contact "C1"-Formular: Is it possible to see both opportunities "O1" and "O2" in a subgrid?

I see only "O2"

Thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: See account opportunities

    Thanks, thats it

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: See account opportunities

    Ok,

    then what I would propose you is to create a quick view in the account entity which contains the opportuninty subgrid attached to account.

    In your contact form you will have the normal subgrid displaying the parentcontact relationship and the quickview displaying the parentaccount relationship.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: See account opportunities

    No, the 2 fields in the opportunity from are parentaccountid and parentcontactid

    In the contact "C1"-Formular: Is it possible to see both opportunities "O1" and "O2" in a subgrid (or 2 subrids)?

    How can I see "O1" ("O1" is the opportunity created from account "A1")

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: See account opportunities

    Hi,

    As I understand your case there are 2 fields on your opportunity form one for contact and one for parentcontactid.

    If it is correct you will need to build 2 views in order to see all your linked opportunities.

    Subgrids are based on the entity relationships ans as they are different it is normal not to see O1

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