Having an issue with Advanced Find->Edit Columns.
I have a Lead and Opportunity entity. They both have a 1:N relationship to the same custom entity (Response). Display options for relationships are “Use Plural Name.”
I go to Advanced Find. I select Lead (or Opportunity) in “Look For.” I can select Response and then its attributes. Runs fine.
However, when I go to Edit Columns->Add Columns, I do not see Response in the drop down.
Hopefully someone out there has an idea of why this might be.
Thanks.
I think the problem is that Lead could have several related Responses (1:N relationship). But CRM can show only one, and cannot choose which one from related Responses to show. I case you will create view for Responses, you will be able to add fields from either related Leads or Opportunities.