Related Tab

The Related tab displays records related to the displayed organisation. The result table contains all related records, providing a full list of events for the organisation.

Note: The related records that you can see depend on your security settings.

The table also lists the organisation's linked objects, security user, and user that created the related record. You can drill down to view the detail of the selected item and sort, using the column selected.

Note: You can only create related records 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 with the selected organisation.
All objects linked to the organisation using the Linked Object feature.
The security user and the user that created the record.