I'm trying to show distinct Contacts by role on a layout based on Transaction that I need to get distinct data out of a JOIN table onto a layout
Are the only ways to do this multiples portals on the layout or multiple Contacts table instances?
What's best and why?
- Transaction (fields I need to fill)
- Referral Person
- Loan Officer
- ContactID (match to Join_ContactID)
- ContactID (joins to contactID)
- RoleID (joins to roleID)
- TransactionID (joins to TransactionID)
Thanks in advance for any help.