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Related Tab
The Related tab displays records related to the currently displayed Organisation. However, the Related tab has no search criteria. The result table contains all related records, providing a full list of events for the Organisation.
The display of related
records are subject to the User's security settings.
The table also lists the Organisation's linked objects, Security User and User that created the related record. The result table is a clever table and has a number of specialised functions including drill down to view the detail of the selected item and sort, using the column selected.
Related records can only
be created against an Organisation if the CRM User has read rights to
the Organisation.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Related Table
This table lists:
- All records created against the selected Organisation
- All objects linked to the Organisation through the Linked Object feature.
- The security User and the user that created the record.