CRM records

Explore related records

Follow links between standard and custom object records.

How to do it

  1. Open a Contact, Company, Deal, Task, Product, Order or custom record from its list.
  2. Scroll to Related records to find linked people, companies, tasks, products, orders and configured object relationships.
  3. Select a linked record; use Show more when a relationship has more than 25 matches.

Check your result

Related lists show records in the active BU that your account may view.

Good to know

A missing link can mean no saved relationship or insufficient permission; check the source record and lookup configuration.

Still need help?

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.

Contact SupaChrome support