Open related records

The open related records icon will appear in various windows throughout onCourse and it does a couple of things, depending on where you find it.

When next to a field, clicking it will take you to the related record. Like in the example below, the icon next to the Invoice to field shows that it will take you to Brandon Benitez’s contact record.

Figure 26. The "open related record" icon

Figure 26. The "open related record" icon


Figure 27. The "open related record" icon on the right hand side of the field name

Figure 27. The "open related record" icon on the right hand side of the field name

When you see this icon next to a section heading, it will take you directly to that window in onCourse, but without filters applied.