Contact Profile

[Slickwilly9]

I have three tables - Owner, Manager, Management Company. I want to create a contact list with all the basic contact information, but also includes a Title (Owner, Manager, Management). I want then to be able to display in respective portals on the specific company page all contact names associated with each title.

I have put together a few trials but I cannot get them to display according to title. And I also have trouble displaying multiple records of contacts for a single company. Thanks

[PeterHW]

This can be done by filtering your portal based on a multiline key field. Since I'm still trying to come to grips with V7 (most of my daily work is still in 6) I tried out a few things. The attachment holds two scenarios. The first uses a multiline key approach. The problem with this is that you cannot add records in the portal, since this is based on a relationship that relies on calculated fields.

So, I thought, let's make use of the new multi-criteria relationship options of V7. This works, for instance if you specify a relationship like

    Companies::CompanyID<=>Contacts::CompanyID

AND  Companies::gSearchTitle<=>Contacts::ContactsTitle

The problem with this is that the portal doesn't show any contacts if the gSearchTitle is empty. So I fixed that using another calculation field and creating another multiline field in Contacts. But that brought back the problem of not being able to directly enter a new record in the portal.

So both of these approaches work, but you'll have to script the creation of a new record in contacts. If anyone has better ideas, I'm up for them.

Regards,

Peter

Companies.zip