For example, you can show the latest treatment note or oldest assessment data directly on a client's record without navigating to separate modules.
Setting Up a Reverse Reference Field
Follow these steps to create a field that pulls data from child records:
Open the Module Layout Editor
Go to Settings → CRM Settings → Module Management → Module Layout & Fields
Select your parent module from the dropdown
Click Add Custom Field in the section where you want the field to appear
Configure the Field Type
In the Create Custom Field popup, select ReferenceField from the field type dropdown
Enter a descriptive name for your field in the Label Name box
Enable Child Module Data Retrieval
Turn on the Pull fields from child module toggle
This will unlock additional configuration options
Select the Child Field
From the Associated Field Name dropdown, search for and select the specific field from the child module that you want to display
Choose Record Priority
In the Retrieve Value From dropdown, select either:
Latest Record - Shows data from the most recently created or updated child record
Oldest Record - Shows data from the earliest child record
Save Your Configuration
Click Save to create the field
The new field will appear in your module layout
How the Field Works
Once configured, your Reverse Reference Field will:
Automatically display the selected data from related child records in the parent record's detail view
Update in real-time whenever child records are created, modified, or deleted
Show the value based on your latest/oldest record setting
Using Reverse Reference Fields
You can use these fields in several ways:
Record Views - The field appears in the standard record detail view and Key Fields sections
Field Dependencies - Use the retrieved value as a condition for showing or hiding other fields
Workflow Automation - Include the field value in automated emails and other workflow actions
Reports and Analytics - The field data is available for reporting purposes
The field will automatically stay current as your child records change, ensuring you always see the most relevant information without manual updates.