Lookup multiple contacts in 1 record
I have a db in which I want to be able to select up to 2 different Lenders from the Lender table. When I had just 1 Lender information lookup in the record it worked perfectly. However, when I realized that I needed to have the option of having up to 2 different lenders I hit a roadblock.
I modified the relationship between the primary file and the Lender file to include Lender 1 and Lender 2 both linked to Lender Company in the Lender table. Now I can't seem to get either lookup to work properly after I've selected the lender. I would think that there is a way to solve this but I can't seem to find out what I need to do. Can someone please direct me to the solution?
Why not use a portal that displays fields from your lender table?
With a portal you can list 1, 2, 3... as many as you need lenders on your layout.