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Linking a field on a sub customer; customer and project record
Hi There
I have the following scenario:
I have a customer record (Customer A)
This has a sub customer that sits underneath it (Customer A1).
On the sub customer record, there is a project (project PA1)
The invoicing is going to occur at the project level though the customer that will be invoiced is the main customer (A).
On the invoice form, how can I create custom fields which pull data from the sub customer record (i.e. Customer A1's record) as well as fields from the main customer record (Customer A's record) if I am raising an invoice at the project level? (the entity being invoiced is project PA1)
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