Example:

CRM database with multiple clients and sellers. One seller starts in a new aera and his/her clients needs to be transfered to other sellers.

I would like to make it done by a dropdown menu in from the company table (no portal)

Tables (there are others as well but not affected):

Company

Seller

I have the same problem as posted on http://fmforums.com/forum/showpost.php?post/299228/

I suppose this is an easy fix - I just don't know how (even after browsing the net for a few hours)

Please help...

HJP

PS. The similar problem would apply when Contacts change Company but then not with a dropdown menu - it would have to be with a search feature.

In Companies, you have a field __kF_SellerID, correct? It is formatted as a popup and assigned a value list of Sellers (ID and FullName, perhaps, showing only FullName?)

Are you looking for a routine to reassign a seller's companies? I would assume that they may be reassigned to more than one seller, so you are not looking to find all of Steve's companies and give them to Rick, right?

How about finding all Companies assigned to Steve and then one by one select a different seller?

What obstacle are you facing?

Hi,

Thank you for your answer/question - it clarified where I had some bug in the relation setup and how to proceed with my challenge. It is now all fixed!