Each record in Caretrax can be associated with a range of other related records. For example, a Contact record will be linked with corresponding records in the Notes, Activities, Potentials, Products, and Attachments modules. This ensures that data is connected and easily accessible across the CRM interface. These linked collections of records are called related lists. Although Caretrax provides pre-defined related lists, you can also add a custom related list to a record type. Not only does this allow you to customize your Caretrax interface to meet particular needs, but it also helps collect and display data collected from other sources.

In addition to the Caretrax pre-defined related lists, you can also create new related list by choosing your own custom functions.  To simplify the development process, Deluge abstracts the entire database layer, you will have to only speak in terms of forms and fields, rather than more complex coding language. This expedites the coding process and allows even relatively inexperienced developers to create clean, intuitive custom functions. See also Deluge Scripts  and Functions .

To create a custom function

1. Log in to Caretrax console and click Extensions.
2. Select the extension you'd like to modify and click Edit.
3. Click Customize option in the left pane and click Related List.
4. From the drop-down list, select the module you'll be adding the related list to and click Create.
5. In the Add Related List Custom Function page, fill in the following details:

• Enter the Function Name in the text box provided.
• For advanced users, in the Deluge Script Editor, you can code your own logic and click Save and Close.
  To learn more, see also: Deluge Script 

To edit a custom related list

1. Log in to Caretrax console and click Extensions for CRM.
2. Select the extension you'd like to modify and click Edit.
3. Click Customize option in the left pane and click Related List.
4. From the drop-down list, select the module that contains the related list you'd like to edit. The related lists for the module you selected will be listed below.
5. Click the Edit icon []next to the related list you'd like to edit.
6. A popup window will appear. Make your changes and click Save.

To delete a related list

• Log in to Caretrax Developer console and click Extensions for CRM.
• Select the extension you'd like to modify and click Edit.
• Click Customize option in the left pane and click Related List.
• From the drop-down list, select the module that contains the related list you want to delete. The related lists for the module you selected will be listed below.
• Click the Delete icon [] next to the related list you'd like to modify.
• A confirmation message will appear. Click OK.