I am trying to develop a custom section on the lead form that displays a summary of information such as total visits and last time a user visited (I have a custom entity called “visit” that contains a lookup between the lead entity and the visit entity). I have a tab on the lead sales insight form that displays a list of visits relative to the given lead, however, I would like to create a summary of the data on the initial (summary) tab as mentioned prior.
There are two key parts I would like to figure out:
- How I can get a count of the related visit records
- Is it possible to export the specific component rather than the complete form, or is it possible to create the component in C# and import it into the solution and add it from there.