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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

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

Posted

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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