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Claris Engage 2025 - March 25-26 Austin Texas ×

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I am currently setting up an invoicing system for our company and one of our goals is to have a summary of all our customer activity (showing all quotes, packing slips, invoices, etc. in a single column of a single portal). I was able to achieve this using multiple layouts in one database. We also want to be able to click on an invoice #, go to the related layout and then scroll through all layouts if desired, without going back and forth to the portal. I can get to the related layout, but can only scroll through that particular layout. (ie. I can get to an invoice layout, but can't scroll through and see packing slips and quotes also. Just the invoice layouts.) Any help would be greatly appreciated.

Posted

When you say "related layout" do you really mean related RECORD?

Describe how your databases are set up: how many files; which info is in which files; how are they related?

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