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Complex Relationship

Question asked by dasloane on Jan 8, 2014
Latest reply on Jan 9, 2014 by philmodjunk


Complex Relationship


     I am trying to create a relationship that will allow me to display all of the notes related to a specific contact that were made for that contact and any of the other contacts that have a relationship with the contact. For example: Fred (ContacID1) is the primary contact and there are three notes associated with Fred.  Mary (ContactID2) is married to and has two notes associated with her.  In a Tab titled All Notes when I am on the record for Fred and go to the All Notes tab I want a portal that will show the three notes for Fred as well as the two notes for Mary.

     As shown in the attached file my tables are Contact, Relationship and Note.

     My question is, what does the relationship need to be for me to source the portal as described.


     Don S.