Dustinmonroe

Creating a relationship to link a company to a Sales Rep

Discussion created by Dustinmonroe on Nov 4, 2015
Latest reply on Nov 9, 2015 by Dustinmonroe

Hello,

 

I am using a modified Project Management Database where I am using the contacts as sales people and added a new table called Companies.

 

Within the companies I have a drop down to select a sales rep that pulls from the contact tables (First Last name ( a calculation from 2 fields))

I have  a followup date setup in the company file that when entered I would like that company with the date to showup in a portal under the sales reps record.

 

So far I have not been able to do this with Parent and foreign keys. I think I am just doing something small wrong.

 

How would I setup the relationship correctly?

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