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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Here is what I got and maybe this will help.

In example 1 you are on the company page which shows that company and some information that is needed for this company. The bar that runs about in the middle accross that will have links for CONTACTS - JOBS - UNKNOWN for now. If I was on the CONTACT button I should see a list of contacts in the area below that bar. Same for jobs. If you look in the coloms below you see Contacts for this Customer then a box with a + sign. WHat I want this to do is when you click on the plus sign you will be taken below and you can enter information for this contact. And you hit the plus button again you enter on the next available line and enter the contact information again for new contact. To the left of that contact I would like a button that shows up only when you add a contact into that field. This button you can click on and it should automatically take you to example 2 where you can enter more detailed information about that contact.

THe left box it should automatically add the customer information and account number (this would be automatically generated by serial number. My thought was to help link these together but didn't work). Below would show the jobs that this contact is linked with. Because they could be on many different jobs but with the same company only.

Please any help. The information that you gave me was VERY helpful and I have tried to put the information to good use but still without any luck. I've seen this done before but I cannot figure out the scripts to do this.

Thank you guys for all your knowledge and help.

Jer

Example 1

p...erexample1.jpg

Direct link -

Example 2

p...erexample2.jpg

Direct link -

[email protected]

Posted

There is no place for me to attach the file. There is a direct link under them that goes to the screen shops.

I have thought about maybe this needs to be a portal but I cannot get the portal to work on viewing these contacts.

If it does need to be a portal can somebody help me set this up because I have tried portals before and it doesn't work for me. ;)

This topic is 5605 days old. Please don't post here. Open a new topic instead.

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