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Linking tables

Last post 04-22-2013 3:51 PM by Method_Jason. 1 replies.
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  • 04-21-2013 8:08 AM

    Linking tables

    If you have a grid base on the activities table but I want to add fields from the customer table, how do I do this?

  • 04-22-2013 3:51 PM In reply to

    Re: Linking tables

    Answer

    Hi Marcelo, 

    You can do this by adding a linked field from the Entity table into the Activity tableGo to Customize>Tables/Fields and click on Edit Fields... for the Activity table. Click the radio button called Add a Linked FieldIf you cannot see your table in the Link Using: field you may need to establish a relationship with it. Check out this forum post which explains how to do this. 

    - Jason

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