August 9, 200421 yr Newbies Greetings, What's the best way to bring up a related record in another file? I'm building a CRM project. When a new call comes in, the user determines who the caller is and his/her contact info is inserted into a new record in the Activity file via a lookup. I'd like to provide a scripted button that takes them to the caller's record in the Customers file to make any changes (address etc.) They would of course then have to click a button to relookup the caller's info. What sort of script can I use to bring up the related record in the other file? Thanks, Mark
August 9, 200421 yr Go to Related Record [show only related, relationship] Perform Script [External, Single Record] where the external script can simply have a Go to Layout [yourlayout] step, or more, if you desire.
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