We would like to add the Sub-Accounts link in the related menu navigation on a new Account form.
For example, when you are on the Information form for an Account and you click on the related menu drop-down, there is a button for Sub-Accounts.
If you then change to a different Form, when you click on the related menu drop-down, there is no option for Sub-Accounts. How can you add the Sub-Accounts to the related menu?
I've tried establishing a new relationship via the Form configuration, but you can't select Sub-Accounts as the related entity.
We would like a quick way to display all Child and Grandchild accounts.
Alternatively, can you do this via a sub-grid? (I tried this but could only get it to display the Child accounts, not the Grandchild accounts)