We are just starting to use Case. When we created related Jobs/Quotes/SOs/RMAs we want to be able to see information about them in the associated “Links” view.
Unfortunately, the base grid only has the JobNum/QuoteNum/OrderNum/RMANum - literally nothing else. To add insult to injury, we are in the Cloud so they automatically added a bunch of UD fields to the view. So… a typical view for us is:
I want add some basic information from the related table so the grid is useful. Any ideas on the easiest way to accomplish this?