1 Reply Latest reply on Dec 4, 2008 1:54 PM by TSGal

    Linking Contacts with Tasks



      Linking Contacts with Tasks



      I am using the Task Management Template to manage two databases, one that has my clients info ( contacts) and another that tracks the mailing/ receiving of forms pertaining to them (tasks).  When I try to assign a new contact to the task, i am not provided the full range of client names, and when i do select from the limited number, the contacts name does not appear to be assigned in the client info box. furthermore, when i go to the contact's info in the other database, the contact does not seem to have said task attached to their data either.....i am basically just trying to have the two attached, or at least be able to have some sort of link between the two.  please help!!! thanks!!!

        • 1. Re: Linking Contacts with Tasks



          I am not familiar with the Task Management Template, but you should be able to go into "Manage -> Database" from the File menu, click on the Relationships tab and link the two tables together using a common key field.



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