Create subgrid which A contact that links to a contact

(0) Share

Report

Posted on by Hrytsak Taras

Hello,

I'm need to create a subgrid which A contact that links to a contact.

I need to create, small referral system, which will indicate who invited whom.

For example, first contact invited two contacts, we need to see this contacts in subgrid, but this two contacts must show who invited them.

How I can to do it?

Thank you

I have the same question (0)

All responses (6)

Answers (1)

empath-e CRM 1,136 on at

Like (0)

Report
Copy link

Link copied!

HI Hrytsak,

Are you still looking to achieve this? If so for my own learning development I have been picking up posts to see if I can either fix the issue or create the development request on my own dev system. Let me know if this is still on your radar and I will detail how I achieved it.

Was this reply helpful? Yes No
Hrytsak Taras 65 on at

Like (0)

Report
Copy link

Link copied!

Hi Adam,

Yes, I still strive to achieve this.

I will be grateful for detailed instructions.

Thank you,

Taras.

Was this reply helpful? Yes No
Verified answer

empath-e CRM 1,136 on at

Like (0)

Report
Copy link

Link copied!

Hi Taras,

I have detailed the steps in the attached document. Let me know how you get on and if you have any issues I can always export the solution and send it to you if needed.

[View:https://mail.empath-e.com/Dynamics365/Contact_Referral_Association.pdf]

Was this reply helpful? Yes No
Hrytsak Taras 65 on at

Like (0)

Report
Copy link

Link copied!

Hi Adam,

Thank you very much, you gave me a lot to understand, but I have another question.

I made such a section in contact with the name "Taras Hrytsak", but I need to reflect the same information with these contacts that are in "Introduced to" column.

How can I do so that one connection is created, the information displayed in two contacts?

Thank you,

Regards,

Taras.

Was this reply helpful? Yes No
Hrytsak Taras 65 on at

Like (0)

Report
Copy link

Link copied!

Additional screen

Was this reply helpful? Yes No
empath-e CRM 1,136 on at

Like (0)

Report
Copy link

Link copied!

Hi Taras,

Have you created 2 separated entities to achieve this ("Introduced to" and "Introductions from") If you have not try that and follow the steps I provided for each associated entity.

Was this reply helpful? Yes No