I am stuggling to create a view to be used in the Connections section of the Account record.
For this organization, Connections are made at the Contact level to represent family relationships(spouse, parent, grand parent etc). In this the Primary Contact is in essence the head of the household. I need to show all of the contacts that are connected to the Primary Contact from the Connections tab on the Account page.
I can find this information via Advanced Find by selecting the Primary Contact for the Account, but this does not solve my problem for the View. I need a way to build the view so it can be applied to all Accounts.
Any help you can offer will be greatly appreciated.