How to track when one customer refers others customers
I am trying to create a referral system to track which customer referred any number of other customers. I'm not sure where to even start!
Would it be possible for one new customer to be referred by more than one existing customer?
You'll need a self join relationship here, but it may also need a join table if more than one existing customer can be credited with referring the same new customer.
If one an only one person can refer a new customer, this self join should do the trick:
Customers::CustomerID = CustomerReferrals::ReferralID
In Manage | Database | relationships, make a new table occurrence of Customers by clicking it and then clicking the duplicate button (2 green plus signs). You can double click the new occurrence box to get a dialog to appear where you can rename the new occurrence box as CustomerReferrals like I have. We have not duplicated a table. Instead, this is a new reference to the same table already present in your database.
Now a portal to CustomerReferrals will list all customers referred by the current customer record.
Retrieving data ...