How to show RG information only associated with certain client

Need help
1

Hey Everyone,

I am trying to create payments for the page which is type ‘contract’ and the RG i have is type payments.

The RG is connected to datatype payments, i have 3 field there (number, description, price) how can I connect it only to the client and not to the actual data type so right now the issue is that it is displaying all previous payments as well.

I guess its gonna be the same process to do the same for converting estimate to contract, you select the client then associated estimate with that client which the fields are being filled automatically based on the client and estimate information.

2

Have a field on payments for user - you’ll list client here. In the RG, do a search for payments filtered by the client.

3

That worked but how can you connect the data for example from page ‘estimate’ to page ‘contract’ so it carries all the information based on the estimate id like (name, scope of work, price etc.) so user doesnt have to create everything again ?

4

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