Fuge Posted December 6, 2001 Posted December 6, 2001 I have been racking my head to make the follow work: I have a "clients", "contacts" & "quote" database file. In my "clients" data base I have fields for company name, address, city, etc.. In this database I have a portal to my "contacts" database which has fields for contact name, email address etc.. I have set things up this way because I have multiple contacts for each client. Where I'm having a problem is in my "quote" database file. I want to be able to have a pop-up menu where all contact names show up. When I choose a contact in the pop-up menu I want the related company name and address to pop-up in a company name & address field. I have tried every possible way to make this work. Is it do-able this way? I'm I not seeing something? Is there another way to go about doing this? Any help with this is greatly appreciated. Sincerely Dave
Kurt Knippel Posted December 6, 2001 Posted December 6, 2001 What you wanna "pick" from your list is the ContactID, then you will have the necessary data to perform the various lookups. Or you can start from the Contact file and pick the contact first, then create the quote record.
droosan Posted December 6, 2001 Posted December 6, 2001 I think I do the same thing with addresses. My Contact file has a portal to the Addresses file. My contacts tend to be from cities around me so I have it so that when I create an address in the Addresses portal in Contact file, I have a pull down menu of nearby cities, when I choose one, the database fills in state and zip code. Here's how it works. I have a Cities file: each record is a nearby city, it has a name field, a state field and a zip code field. In my Contact file I create a value list called CitiesVL which it defined as the values from the name field of Cities. This value list is attached to the pop-up menu of the City field of the Addresses portal in the Contact record. Then, in the Addresses file I create a relationship Addresses:City = Cities:Name. The Addresses fields State and ZipCode are defined to auto-enter Lookup State and ZipCode through the above relationship. Does that make any sense? Is it any help? BTW they wouldn't have to be auto-entered look-ups. If you wanted them to be more dynamic they could be calculations eg. Addresses:ZipCode could be =AddressesCityRelationShip:ZipCode. [ December 06, 2001: Message edited by: Drew Cover ]
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