How to get more information about linked records?

Published on:
November 27, 2020

(i.e. Material, Company, Contact, Product, Opportunity, etc.)

1. Click on the blue letters that are in the field of interest

2. In the pop-up, click on the blue link next to Go To

3. The desired information will appear on a new screen. 

4. Once you get the info needed, you can go back to the process where you were by clicking back arrow in the browser window.

5. You can see more details about the process where this record is, by clicking on the Three Dots and choosing View in Process