Good Article on handling Same kind of records
My apologies in advance because I can’t show detailed screenshots; I work at a financial institution, so you get the drift. I’ll try to be as clear as possible, though.
In our implementation, we need to show different Account records (this is a custom entity, not the CRM default) in separate independent tabs when selected from the Contact form sub-grid. The problem here is that the default CRM behavior is to put all the records in the same tab and then provide a dropdown that allows you to select which record you want to view.
No bueno. So how do you get CRM to show each record in its own tab within the current session?
You need to create as many Hosted Controls for the entity as you might need to show individually. In our case, we’ve determined that users have around three tabs open on average, so we went ahead and…
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