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Claris Engage 2025 - March 25-26 Austin Texas ×

Can't make a portal lookup work


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Posted (edited)

Sorry, I haven't labeled them yet but it is the first field on the left under the label "Send To".

The field name is "CompleteName"

Phil

Edited by Guest
Posted

Well, it appears to be working fine, if you are only interested in a single Send To. :wink2: For multiple selections you will need to use a join table that links one bid record with one email record. Also, I would suggest not using names for your key fields. What if a company name changes or a contact marries or changes their name? It is much better to use serial numbers as key fields. Then you can change the name as much as you like and never break any relationships.

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