Company Name in Lending Library template
I am trying to include the Contact's Company Name in the "History" section of the Lending Library template. Does anyone know how to do this, or if it is possible?
The portal on the History tab at the bottom of the Asset Form View layout refers to a table occurrence (box in Manage | Database | Relationships) called History Asset ID. If you make a new table occurrence of Contacts (Select it and click button with two green plus signs) and link it to History Asset ID by Contact ID. You can then add the Company field from this new occurrence of contacts to the portal.
Thank you. How do you "link it to History Asset ID by Contact ID"?
While in Manage | Database | Relationships, drag from the Contacts ID field in History Asset ID to Contacts ID in the new Contacts table occurrence that you have just created. (You may have to click the control in the upper right corner of the table occurrence boxes once or twice to get the view that shows all the fields so that you can drag from them.)
Thanks again. I will give this a try.
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