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Customer experience | Sales, Customer Insights,...
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sub grid to show involved marketing list

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Posted on by 70

Hi all,

I would like to set up a sub-grid in my company form that shows all marketing list a company is inolved in.

Currently i dont have a custom relationship or field set up for the two entities. I need help with setting up the relationship as and the sub-grib itself.

Thanks in advnace.

I have the same question (0)
  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I don't think you need any custom relationship to be established between the marketing list and companies.

    N-N relationship between accounts and marketing lists exists OOB and you can use it in your grids. The catch here is that you will see in your grid only static marketing lists because dynamic marketing lists are based of the FetchXml query.

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