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I am trying to create a field on my Contacts List that will display information from each individual...

Question asked by Epa on Sep 15, 2012
Latest reply on Sep 20, 2012 by Epa

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     I am trying to create a field on my Contacts List that will display information from each individual record in one field for a quick reference.  As youcan see from the pics, each record has fields that allow a user to type in a "follow up" plan.  I want this to show up on my Contacts List layout in one field/portal/chart (not sure what to use).  I think part of the problem is that the fields I am using are all part of the same table, so I can't create a portal (as far as I know).

rs2.jpg

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