Jump to content
View in the app

A better way to browse. Learn more.
FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.
Juggernaut

Relating Multiple Contacts to One File plus

GHT
in Calculation Engine (Define Fields)

Featured Replies

I recently asked for a solution to my problem and received an excellent solution from John Mark Osborne, using a join file. However, upon implementing this soution I discovered that I needed another option...here it is:

I have a contacts database with a unique client ID. I have a projects database with an ID that I want to relate several contacts to and be able to view the projects through a portal in the client's file.

I have now run into a situation where I may have several clients working for one company and I want to have a portal that will show any project related to the company name as well as the person working for that company.

How can I accomplish this?

Can someone offer me some guidance?

Any assistance is greatly appreciated.

Thanks

Edited by Guest

Assuming a client is related to a company, and company is related via a join table to projects:

1. Place a portal to the join table on the client's layout;

2. Place fields from the join table and/or from projects in the portal.

Create an account or sign in to comment

https://fmforums.com/topic/43262-relating-multiple-contacts-to-one-file-plus/
Go to topic listing

Important Information

By using this site, you agree to our Terms of Use.

I accept

Configure browser push notifications
Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.