BaseBuilders Knowledge Base

BaseBuilders Knowledge Base

Getting Started - an introduction to new users

Jumping to Related Records

You can navigate to related records quite easily. This is a feature that is unique and can be very powerful for users.

Overview

When you are on a list view of records, you can jump to related records from other modules. Doing so will retrieve the related records for all records in your current list view.

Example: If you are in projects with a found set of records, you can jump to Invoices and view all invoices for the set of projects you were browsing. Each module will have a different list of available jumps. Here are the jump options for projects.

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