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  • Jeff Throne
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  • Member since 2019
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SOLVED
6 replies

I have a contact related to 3 accounts, how do I see easily which accounts they are related to?

I recently started using related contacts and I have been setting up contacts that related to multiple accounts, but I want to easily be able to see a list of the accounts they are related to.  Ideally I would love to click on the contact name and have them listed on the contact card or something similar.
SOLVED
6 replies

I have a contact related to 3 accounts, how do I see easily which accounts they are related to?

I recently started using related contacts and I have been setting up contacts that related to multiple accounts, but I want to easily be able to see a list of the accounts they are related to.  Ideally I would love to click on the contact name and have them listed on the contact card or something similar.