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0050 Private Casks and Link to people – Whisky Zulu https://instructions.whiskyzulu.net Your online cask inventory database Mon, 17 Aug 2020 15:28:21 +0000 en-GB hourly 1 https://wordpress.org/?v=5.6.17 https://instructions.whiskyzulu.net/wp-content/uploads/2021/02/GlassofWhisky-150x150.jpg 0050 Private Casks and Link to people – Whisky Zulu https://instructions.whiskyzulu.net 32 32 0050 Private Casks and Linking individuals to casks https://instructions.whiskyzulu.net/index.php/2019/10/30/005-private-casks-and-linking-individuals-to-casks/ Wed, 30 Oct 2019 14:03:01 +0000
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http://instructions.whiskyzulu.net/?p=166 Continue reading 0050 Private Casks and Linking individuals to casks]]> Given the correct role you want to select the following button.

This takes you through to a screen that lists not only all of the casks but also shows links to other important details.

On the left of this picture you can see a series of numbers

Close up showing numbers

For an individual users can see the sub records by selecting the circle in question – here I select the circle furthest to the left.

In our example there are a variety of numbers within circles these indicate how many child records there are for that particular item. Note in theory there is no limit to the number of children a particular record can have.

The next tab cask dates and notes allow notes to be added to individual casks here we have two example notes. To navigate to that tab you can either select the green number using your mouse or navigate using the tab.

In some instances there may either be a blank space or the number 0 highlighted in a colour. Either option indicates no child records.

At any point if you go into the CASK CONTACTS tab and hit the button

This will allow you to select multiple people to link to a cask. In order to link the people they must first be listed in the CRM

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