danilevel

Thank you!

I have a database set up with Customer records relating to multiple Contacts for that customer. I am having trouble creating a calculation to return a value from a specific related contact (one among many) based on its contact ID. For example, each Customer has a default billing contact, which is recorded by its ID in the customer record. What calculation would return the email address of the default billing contact? The calculation I'm currently using, based on case ( ), is not returning the value from the correct entry: Case ( billToContactID = customerContacts::contactID ; customerContacts::email ) Thank you, Dan

The values are the same number format, but they are from a different table. The drop down menu is used to enter a value into the "PrimaryContactID" field on the Customer record. The values come from a separate Contacts table. Value 1 is the ContactID for each contact for that customer, and Value 2 is DisplayName, a calculated first-last name field. I have this set up to work with the customer's locations as well - I think the issue is that DisplayName is a calculated field. The location names are plain text and it works out fine.

I have a value list based on two fields: A record ID field, and a "display name" field based on a concatenated First-Last name. This appears in a pop-up menu which filters the portal below it to display the related contact information for the contact selected in the pop-up menu. Everything works correctly for data entry on a new customer record. My problem is that the pup-up menu on each existing record currently shows the Record ID number for the contact, and not the display name. The portal below does not show any information. To update this, I have to manually select the pop-up menu and re-select my choice for the primary contact. Is there any way to automatically commit this across all my 6500 or so records?