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Vila Shah (Wheels) a posé une question dans Lookup Helper

On case I have Lookup Field Contact - and contact has related list Role. With Lookup helper is it possible to show Role while lookup Contact on Case?

1 réponse
  1. 13 juin 2022, 15:38

    Hello Vila,

     

    If your case has a lookup to 1 contact, which has a lookup relationship to 1 role, it is possible to bring that relationship over directly to case so it is related to the Contact's Role.

     

    If you would like assistance setting this up please feel free to sign up for a screenshare call with us from our website here:

    https://www.passagetechnology.com/any-product-one-on-one

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