Method Community

The following question came in via email

I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the LINKED FIELD options are completely empty. Is there another setting I need to activate ?

Hi there,

Your options for linked fields are probably empty because there is no existing relationship between the customer table and your new custom table. Follow the steps below to do this.

1. Add a new field (drop-down) to your custom table
2. This drop-down should reference the Customer table using the Name field
3. Now try to add your linked field via Customer