When you create an order, only allow the customer name to be selected via a dropdown and value list based on customers. I did this in a type ahead box. If no name is returned the script asks if you want to create a new customer. If yes, the customer layout pops up as new record, enter the customer info, then closes and puts the new customer name on the order.
Thanks. Can you provide a little more detail on this? I do not totally understand how to implement this.
What script are you talking about?
How does the script get triggered?
By "type ahead box", do you mean a dropdown list with autocomplete enabled?
Is the value list supposed to be based on the Customer foreign key and only show the name as the second value?
Should I use a popover, or do you mean "pops up" in some other way?