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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I’m struggling with one little detail of my database, please help! I have 2 tables set up, one to receive orders, and one is the client profile which also tracks orders via a portal.c clients. In an attempt to uniform the information I want to automatically insert terms of sale and company name directly into the Order Form from the Client profile. How do I do this? Nothing seems to work.

Posted

If you want to display the data for the related client of a certain order, just insert the merge fields for client_terms and company_name on the order form layout.

This topic is 6449 days old. Please don't post here. Open a new topic instead.

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