I don't know if this is possible or not but when our users are looking at a phone call that they're getting ready to make we'd like for them to be able to quickly view a list of the activities associated with the "regarding" record. For example, if we're on the phone call record and we're getting ready to call John Smith, we'd like to see all of the activities associated with John Smith's contact record.
Of course from the Phone Calls entity (or any other) when you create a form you can't insert a list from another entity. Is there a workaround that will allow us to do this?
Thanks,
Steve