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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Please help, I have still have 2 db's, customer and contacts, I need a list of my contacts to appear on customer db, so I can select the right contact person to go to, and when i push button it will go to that contact person only. Custmer db account# is related to contact account#, to keep the different customers seperate, only showing their contacts. I think I am still missing something someplace. thanks

Posted

From your description I think what you want to do is create a portal in your customer DB that shows the contacts that are related to that customer. In the portal, create a button and set it to "Go to Related Record." So when you are looking at a customer record it will have a list of related contacts and the button will open up the contact record when pressed.

Good luck,

Dan

Posted

thanks that works great, now I could use a back button to take me back to customer db and puts me in a find mode so i can enter a different customer account#. thanks

Posted

You probably did this already, but you want a script for that. Build a script in Customer that basically goes to find mode. Put a button in Contacts that calls up that script.

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