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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Anyone know what to do...I have a pop up list with client id numbers in an invoice which displays a portal of line items

I have entered a dummy record but when I go New Record and select the same client ID number the portal fills with the data from the previous entry - what am I doing wrong?

Posted

thanks for that - I had id number attached to client number, have now attached job number to client id - still testing, hopefully this will work...

thanks again

This topic is 7181 days old. Please don't post here. Open a new topic instead.

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