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I have Customer Service Notes object on the detail side of a master detail relationship with Accounts.  I also have Tech Support Cases object on the detail side of a master detail relationship with Accounts.  I'd like to display the Customer Support Notes as a related list on the Cases page layout.  What else do I need to do to achiveve this??

 

Thanks in advance

 

Murry
3 个回答
  1. 2011年4月11日 10:35
    I would personally make the Customer Services Notes object have just a vanilla Lookup Relationship field to both the Account object and the Case object. This will allow the Customer Services Notes object display as a related list item on both an Account record and a Case record.
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