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Claris Engage 2025 - March 25-26 Austin Texas ×

How do I grab info from another template??


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Posted

I am sure some of you have done this because it seems to be simple, i just don't know how to do it.

I have a Contacts Managing template (for customers and their info) and a Purchase Orders Template. I would like to fill in the customer's info on the contacts management template and then somehow be able to select or click a button here and appear there type stuff to get the customer's info on the Purchase Order template.

For example...

On the Contacts Management template i have John Doe's address, company name and tel #s and I when I make a purchase order for him i would like that info to somehow get there. lol

I am VERY confused with all of this stuff. Can anyone help? thank you all for your time!

Posted (edited)

i had this problem a while ago there are two ways to do this but one of them is not correct. i will send you to this post, please see mr vodkas 2nd from last post and download his example. sure others will advise you soon,

http://fmforums.com/forum/showtopic.php?tid/182086/post/229718/hl//

Edited by Guest
typo

This topic is 6570 days old. Please don't post here. Open a new topic instead.

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