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Check out this thread to learn more!
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How to tie a custom record to a Customer Record
How to tie a custom record to a Customer Record
In the Custom Record, a record named “Ship Master” is created.
I want to link that ship master to a customer record.
Example
Customer A
USA Ship
PHP Ship
Customer B
EUR ship
HKD ship
I would like to manage which vessels are tied to which customers in a customer record like this.
In this case, how can we tie them together?
To link a ship master to a customer record, you need to be able to select a ship master that is already registered in a list format
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