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?
tommym121Asked:
Who is Participating?
 
Chinmay PatelEnterprise ArchitectCommented:
Hi tommym121,

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.
0
 
tommym121Author Commented:
Thanks
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.