So I have a series of apps that were preinstalled for us
SALES - where we keep track of our sales
PURCHASES - where we keep track of our vendor purchase orders
CONTACTS - where we keep track of our customers and their profile info
These are linked so that not only can you go back and forth between them without going back to app dashboard, but also it shows you a count of how many purchase orders a specific sale has and vice verse. And on contacts it shows you how many sales orders that customer has and allows you to view them.
I am making a new APP called CLAIMS, and am having difficulties being able to give similar function so that on a specific SALES ORDER you can see how many claims are open AND be able to navigate to the claims straight there. As well as when looking at a customer to be able to see how many claims they have and navigate straight there.
I have looked at tutorial videos and am still somewhat stuck.
For some reason when I go to make the icon in top right corner there is no related field to select to SALES or PURCHASE, but when I look at sales and purchase they have each other as related fields even though separate apps so I know it should be possible.
I also cannot find claims in the related field when i look at SALES or PUCHASE.
Any help is appreciated.
