1 Reply Latest reply on Jun 27, 2011 9:14 AM by philmodjunk

    Data Entry Layout to Client/ Vendor Layout

    DoreenMurphy

      Title

      Data Entry Layout to Client/ Vendor Layout

      Post

      Hi!

      Question...Not sure I'm heading in the right direction and hoping for some help. I wanted to create a data entry "people" Layout that would then work with other layouts (client/ vendor)I have a "custom field" drop down box in my "people" layout that allows you to choose which this person is (Vendor or Client). 
      Is there a way to assign them either a client ID or a vendor ID based on this choice? Next I would need to have the info update into the corresponding layouts...Client and Vendor...any ideas?  Is this the best way to have this work?