Viewing Investment accounts

Question

We are wondering how do we view all the accounts listed under investment accounts at first glance? We do not want to have to hit view all every time the client has more then 6 accounts.

Ed Ruzol · Answer

Hi Alesha,

Here's an article which you may find helpful:

https://help.salesforce.com/articleView?id=000025257&type=1

There's currently no option to control the number of records displayed in related lists.

Hope this helps.

Viewing Investment accounts

Data Management

Related Learning

More Help