Hi all, I figured out my first issue but I'm still struggling with my second problem (plus a new one). I guess given the lack of responses I might not have been clear enough so I thought I would include some screenshots and review my problems:
This is my 'Contacts' table showing details of people:
This is my 'Companies' table showing company details and related 'Contacts' displaying in a portal:
1. My first problem is that when I click on the blue email symbol on the 'Companies' table (in the portal) it always loads an email with the address of the first person listed regardless of whether I click on the first, second, third or whichever listing in the portal. So in the example shown, if I click on the email link for 'Ron Manager' it persists in loading an email with Bob Fleming's address details.
2. My second problem is that on the 'Contacts' I have a checkbox which assigns a person as the primary or default contact for a particular company. When this box is checked I want that person to be listed first in the portal on the 'Companies' table. My specific problems with this are:
a.) I'm struggling with calculations and scripts so I'm not sure which calculation recognizes whether a checkbox is 'checked' or not.
b.) I'm not sure how to dictate the order of entries in a portal or even if it's possible.
c.) When a checkbox is checked by the user how do I have any previously checked boxes on other 'Contacts' entries be unchecked if they are no longer going to be the primary contact. Hope that makes sense.
I'm finding this pretty tough but I'm keen to learn so would appreciate some insight from you experts.
Many thanks
Sean