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CRM 2011 - How to display the parent entity record
In Contact, you can see the parentCustomer (i.e. the account lookup)
If I have a contact entity, I have a grids that show another entity that show all his/her credit cards entries. In the credit card entity form, I will like to show who is the parent as I create a new entry for the credit card?
Is there any way to do that easily or need programming?
If I have a contact entity, I have a grids that show another entity that show all his/her credit cards entries. In the credit card entity form, I will like to show who is the parent as I create a new entry for the credit card?
Is there any way to do that easily or need programming?
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You can go to credit card entity. Open its form and then create a an atrribute of type lookup and then set the desired target entity. It will create necessary relationships and put in a lookup attribute on credit card entity form.
Regards,
Chinmay.