1 Reply Latest reply on Apr 16, 2012 3:46 PM by philmodjunk

    Shows last invoice date in a field in my contact list.

    AlexGodines

      Title

      Shows last invoice date in a field in my contact list.

      Post

      Well im trying to get a field in my contact table that displays the date for the last invoice i created for them. How would go on doing that.

        • 1. Re: Shows last invoice date in a field in my contact list.
          philmodjunk

          Do you have this relationship?

          Contacts::ContactID = INvoices::ContactID

          If so, you can either specify a sort order for the date field in INvoices in this relationship that sorts the records in descending order by date or you can put a one row portal to Invoices on your layout and specify the same sort order as part of portal setup.

          If you use the first option, you can just put fields from Invoices on your contacts layout and they'll display data from the most recent invoice. With the second option, you locate the same fields inside the sorted portal.