Show info from parent on a child form: E.g. see the relationship type of the Account whenever you open up a Contact

Show info from parent on a child form in Resco Mobile CRM

This example represents a situation, in which you want to display values from parent entity on a child form.

How can this be useful?

Your sales people want to see, let’s say the relationship type of an Account on a Contact form. To see if the person they are talking to is already a customer or still a prospect.

Or they want to see the City of the parent Account whenever they open an Opportunity – to find out if they can pay the prospect a visit while they’re in town.

Ultimately, you’re going to save yourself clicks and avoid confusions by having it all in one place. Continue reading