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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Help.

I have some company names in my contacts d/b. For each company name, I have multiple projects. I have a projects d/b that has all projects for all companies.

In the contacts database, I would like to add all project names pertaining to that company. In the project database, I have a field called project::client that can somehow be matched to contacts::companyname

Example: (contacts d/:

companyname: XYZ

projects: constructionproject, realestateproject, engineeringproject

(projects d/:

projectname: constructionproject

client: XYZ

projectname: realestateproject

client: XYZ

projectname: engineeringproject

client: XYZ

How do I do this?

Posted

Let me see if I understand what you are trying to do.

In addition to companies and projects, you have contacts, and contacts are related to companies, which in turn is related to projects, and you would like to see a list of projects that is attached to a particular contact through the company?

I'm assuming that the companies has a Company_ID field that uniquely identifies the company and that such a field is used to relate a contact to a company and a project to a company, so that both contacts and projects also have a Company_ID field of some sort. Create a relationship in contacts to projects based on this field, and you will be able to set up a portal that can view the information you want.

Chuck

This topic is 8571 days old. Please don't post here. Open a new topic instead.

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