Displaying Active Projects on the Customer Account (CSM) Form

[Scotty88]

Working in the CSM module, and I know that the Customer Account form can display related information like Contacts, Cases, Contracts, and so on.

I'm wondering if there's a way to also display active Projects associated with a customer account on this form. The goal is to give account managers a consolidated view where they can easily see not only the typical CSM-related data, but also any ongoing projects related to that customer — all in one place.

Has anyone implemented something like this, or is there a recommended approach to achieve this?

[Ankur Bawiskar]

@Scotty88 

by default there is nothing, but if the project is linked with that customer account then you can have a defined relationship and then show the projects in related list of Account form

Create defined related lists 

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