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Check out this thread to learn more!
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Custom Records and Customer 'inheritance'
Hello
I have a custom record - Unit - which is related to customers and can be viewed / restrictred etc in the customer centre. It is also listed in the transactions report metric so I am hoping I will be able to report on it.
I also have a second custom record - Unit Run - which has Unit as a parent.
I would like Unit Run to display in the customer centre using the related units customer assignment.
I tried adding a formula to the Unit Run which would reference the units Customer but I cant specify a formula and have the type List/Record.
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