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Retrieve Related Entries

Using the same behavious as the other "Retrieve" menu options, be able to call back all Related entries for the current record/list. This should have additional ability to choose only Related Entries that match a secondary cirteria, such as only Contacts, or only with a given relationship Type.

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    Paul BattainiPaul Battaini shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Céline CôtéCéline Côté commented  ·   ·  Flag as inappropriate

        I agree - it would be a plus to have better search and retrieve functions to call back Related entries. On the same subject, I would like to see the related entries when working from the Hotlist task for a contact, then going to the contact windows to make current the company entry and then the Related Entries to check who they are related to.

      • John MarrettJohn Marrett commented  ·   ·  Flag as inappropriate

        I agree with Paul, we need to be able to retrieve or search for Related Entries, especially seeing as it appears as if the Relationship Type field only shows the value in the Related Entries tab and not in the Address Book!

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