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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
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.
Additional screen
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.
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]
Hi Adam,
Yes, I still strive to achieve this.
I will be grateful for detailed instructions.
Thank you,
Taras.
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.
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