7 Replies Latest reply on Nov 9, 2015 11:59 AM by Dustinmonroe

    Creating a relationship to link a company to a Sales Rep

    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?