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Contacts

Question asked by PeterMontague on Jun 21, 2013
Latest reply on Jul 14, 2013 by PeterMontague

Title

Contacts

Post

     I want to relate my sales table to my contacts table. I have a relationship based on sales::contact_id->customers::contact_id.

     I set up a related value list which I can see as a pop up menu that shows me a list of customers' names. But I'd like to be able to start typing the customer's name and then to see a list of possible names show up as I type. I had set this up as auto complete. But the rest of the customers' details aren't showing up.

     Someone mentioned that I use portal filtering. But I don't use a portal for me customer as I only have one customer per sales record. What should I do?

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