Been using Zoho for a while, but now wanting to elaborate on something we tried to do a couple of years ago.

Our overall setup is quite complex, but the part in question is probably so simple for someone that knows how to do it.

If we have a FORM, called "New Job".  Within this form we have a lookup field linking to another FORM called "Customer Records".  Now we can create a New Job and attach this to either a new customer, or an existing customer.....

We go to a VIEW created on "New Job" form data, and it shows the customer data as both a breakdown of field info (First, Surname, Email, Number etc) and also as a link to that Customer Record Entry.....

So all appears well and good, but!  If I create another "New Job" and attach it to a "Customer Record" that already has a job associated with it, the existing one doesn't show any of the fields, nor the direct link.  Guessing it is something ever so simple as to why we cannot assign more than one batch of data from "New Job" form to the "Customer Record" in question.

Hope this makes sense.  This part is rather important.  I would then like to move it on to another level and then allow within "Customer Record" to then see all jobs that have been booked in and attached to that customer.  I tried Bi-Directional linking (to a field called "Quick Desc"), but that seemed to not work.  It then didn't matter which customer record I went to, you had a dropdown of all records that have data in the "Quick Desc" field.

Hope someone can help.  If anyone is keen to directly assist us in tweaking our system then please do get in touch with us.

Phil