Hello,
I have following issue. I would like to present in "Opportunity" form all records related to certain customer. I've created custom enties like "Leads" and "Public tenders" and I need to show every lead and every public tender related to customer on new opportunity form (after saving it of course).
I've created sub-grid and new view, but I can't handle with them.
When I'm selecting "show only related records" then nothing is shown, but if I would change it to "show every record" then I've got every lead or public tender ever created for every customer.
Please give me a hint :)
Regards,
BB