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Get total of certain related records from another table

Question asked by HB on Apr 25, 2017
Latest reply on Apr 26, 2017 by philmodjunk

Hello

 

I have a field in a contacts table that I would like to contain the total ReferralCredits available for that contact, which exist in the GiftCertificates table. It would be best if that field is automatically updated, but not necessary as I could 'refresh' or 'recalculate' its value the few times I need it. I usually need the value on only a few contact records at a time.

 

Contacts table has fields named CustomerNumber (unique) and ReferralCreditsTotal

GiftCertificates table has fields named CustomerNumber (multiple of each) and Type (we want all the "ReferralCredits") and CreditValue

 

I tried a few things but didn't get anywhere.

 

Please help - much appreciated.

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