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I have a Lookup field on an Opportunity that ties to Contacts.  So on the Contact, I have a related list per normal setup.

 

My question is:  althought the relationship is between an Opportunitiy and a Contact, is there a way to get those Opportunity field values into a Related List on the Account?
5 respuestas
  1. 21 abr 2015, 1:10
    Steve,

     

    If I understand it right, you want to see the Opportunity Related List on an Account and maybe customize the field display. You can do this:

     

    1. Click on Setup on the top right hand corner.

     

    2. Customize -> Accounts->Page Layouts

     

    3. Edit the Layout/(s)

     

    4. Click on Related List in the top pane and drag the Opportunity related list anywhere on the page.

     

     

     

    Steve, If I understand it right, you want to see the Opportunity Related List on an Account and maybe customize the field display. You can do this: 1. Click on Setup on the top right hand corner. 2.

     

    5. Click on the wrench icon next to the dragged Opportunity Related List and set display fields as you desire.

     

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