Relationships

The Relationship tool displays a list of modules that are related to the current record, along with a count of the related records in that module. This list enables users to quickly jump from one record to any related record.

  • Select the record in the grid for which you would like to view related records.

  • Select the Relationships icon. The following pop-up appears:

  • Select the module that contains the related records you would like to view. The module opens displaying only the related records.