I'm two days new to customizing CRM and am struggling a bit with configuring a form. Here is my scenario for a case tracking system:
- A Person can be related to 0 or more Cases.
- A Person has a "Relationship" to a Case. Primary is one of the valid values. Things like parent, sibling are other options.
- A Case can be related to 1 or more Person.
I need a Case form that shows the Name and Address Info from the Primary Person, together with case fields. When opening the Case Form I see all the fields for the Case Entity.
Question 1: How do I get the Person fields from the related Person record?
Question 2: Next step in complexity, the Person info should only be for the Person record where Relationship = Primary.
Thanks for help in any form!






