AnsweredAssumed Answered

Using Company records in two different ways

Question asked by vcdpp on Aug 16, 2011
Latest reply on Aug 16, 2011 by philmodjunk


Using Company records in two different ways



Update: If I create a new layout using the relationship to Project 2, I will lose all the data I am using via the relationships with Project 1. See new visual below, with arrows showing relationships I am using throughout the layout. Am I just pushing the boundaries too far for one layout?


Hi.  I put companies together for joint marketing efforts.  For each project, I have 1 client with many prospective partners. I have a complete list of companies in a table, each has a unique identifier, and at any given time they can be client, prospective partner, or both (in various projects).

Example Project: For Cheese Company A, I will reach out to 20 Cracker Companies to see if one will say yes. In each project I would like to, in a tab (via portal?) choose numerous companies as potential partners, then show their status (considering, declined, committed.) And most likely add fields to this, such as date last contacted.

Is there a way to use the Company records and view/choose them as potential partners? And choose many of them on tab/layout in a portal? The rest I could do via value lists, I suspect.

A visual of my Project Details is attached. I put in the Notes tab what I would like to do in a  Partners tab so you can visualize it.