Major informations in New SR

When I create a new SR, I can select the Client by a search and the Label "Client" is filled.
Is it possible to see the related info of the Client using a link in the applet without close it?

Hi,
You can achieve this in two ways by opening the customer / account record in
1. Web applet with in Service Request Page
2. OPen the detail page in new window by clicking a web link.
I am taking "Account Record" for Example.
Steps for creating a Web link to open Account details in New window.
1. Open any account record
2. Copy teh URL - E.G.
https://secure-ausomxdsa.crmondemand.com/OnDemand/user/AccountDetail?OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&AccountDetailForm.Id=TE44-1L8MK&OCTYPE=Customer
3. Go to admin - Application customization - Service - Service Field Setup
4. Create one new Web Link field
5. Open the "edit weblink" for new field
6. Select the diaplay name like Click Here or any other suitable name. Select Web link target as "Open in new window"
7. Paste the URL copied in Step 2 in the URL box
8. Replace the *"TE44-1L8MK"* with *%%%Account_Id%%%*
New URL will lookl like - https://secure-ausomxdsa.crmondemand.com/OnDemand/user/AccountDetail?OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&AccountDetailForm.Id=*%%%Account_Id%%%*&OCTYPE=Customer
Note - select the field from "Service Request field" to place in teh URL.
9. Save it.
10. Add the field in the layout.
11. Open any of teh service request, add account to the service request, click on the weblink. COmplete details of that account will open in new window.
Using WebApplet -
First 2 steps are same.
3. Go to Application customization - Service request - Service request Web applet
4. Create new webapplet
5. Select Location as - detail page and Type as URL
6. Follow step 8 - Mentioned above
7. Save it
8. Add it to the layout under Related information
9. Open the record, Complete details of Record will come in teh webapplet.
Note - Use your CRM Acocunt to capture the URL.
Hope this will help you, If you face any problem, Please let me know.
All the best
Nisman

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