Custom Fields_Type : Hyperlink

There are two types of Custom Records: Items Assembly and Assembly. The Items Assembly record contains the Assembly Number field, which is a list of the Assembly records. The parent record is the Customer Record, and the parent subtab is a custom subtab called Consolidate.

When the Customer Record is open, the list of Items Assembly records connected to the Customer Record is displayed under the Consolidate subtab. However, the column for Assembly Number is not clickable, and it doesn’t redirect to the corresponding Assembly record.

Prerequisites:

1. Go to Setup > Company > Enable Feature > Accounting.
2. Enable Advanced Features.
3. Check the box for Consolidated Payments.

Solution:

1. Navigate to Lists > Relationships > Customers.
2. Find the desired customer and click on the Edit button.
3. Click on the Consolidate tab.
4. Click on Customize View.
5. Select the Results option.
6. In the Field section, choose “Assembly Fields…”
7. Select the Name option under Assembly Fields.
8. Click on Add.
9. Click on Save.