Hi,
is there a way to "group" entities, like it is done for activities? (I mean there is the activities entity and the sub entities, mail, phone, task a.s.o.).
I have a similar need.
I would setup custom entities like cash account, deposit account, insurance and foreign products. And then I'd like to group these entities in one entity called "products" or "assets" or something like that.
Or at least I would like to display all records of these entities related to one client in an overview on the client form.
Do you have any proposals for me, how to realize that?
thx a lot in advance
Thomas






