Topics started by jd12

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jd12
jd12Regular Participant
asked in Ask the Community

Autofill customer information from database

I am having a great deal of difficulty using the connection mechanism to autofill fields on a card from information in the database (I assume this can be done). I have created the connection and linked the fields and ensured the fields are of the same type in both the database and the card. The cards will track installation jobs from quote through installation and I don’t want to add a recurring customer’s information into the card every time a contractor needs another job. I want to select their record from the database menu and have the fields on the card reflect that customer’s contact information (phone, email, name, etc.).I have created the fields in phase 2 and I make the connection in phase 1, but my test customer’s contact information never populates in the card’s fields.

2
jd12
3 years ago

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