RE: How to tell what records are tied to what form
Hi,
To support Wahaj's answer. A record is opened in that last used form, this behavior is specific to each user. Indeed, the CRM has the capacity to store the last form used for each entity and for each user.
Let's take the example of user A and user B.
User A modifies an account with form 1, then the form 1 is used the next time when User A will open an account.
User B modifies an account with form 2, then the form 2 is used the next time when User B will open an account.
I think there is a way to know which last form was used for each user using Impersonation. In fact, this information is stored at the level of the "userentityuisettings" entity.