Documents in lower fields

[ranibeta300]

Hello everyone, I need your help again.

I want to link important document directly to the customer. This is of course possible, but in the standard it is not very comfortable because the customer field is located in the "lower fields".

How do I get the Customer and Contacts fields in the upper panels?

Thanks for your help in advance.

Greetings Steffen

[shalmaxb]

It is not easy to understand, about what you are talking. Where do you have customer? Try to describe better, screenshot would help.

[AgentT]

shalmaxb I think what he meant with "lower fields" is the relationship panel and the "upper panels" is the normal panels of the detail view.

[shalmaxb]

I guessed that, but in which entity? custom? contacts? Which relationship?

[ranibeta300]

Exactly, I want to move the account and the contacts to the normal panel. Sorry, if I have expressed myself incomprehensibly .

[shalmaxb]

I think, without coding, this would not be possible. I solved a similar approach by creating my own relationships, from which I could place the fields as usual in custom entities.

[ranibeta300]

Hello, thank you for the helpful tip. With a n:1 link (documents:company) I have the solution I need.