Track Activity On A Business Without A Contact

[marcobraynio]

Hi

I have a dilemma which is not of my own making but a dilemma nonetheless.

I am working on a database which holds records of businesses, contacts within the business and calls or activity. There is a relationship that runs through the above accordingly.

What I need to do is create an activity or a call from the business wihout it including a specific person in that business, but have the details of the call show up on each contact related to that business.

I have managed to create a call/activity record from the business, but it doesn't show as an activity within the portal of the business record which is a problem. And I haven't got a clue where to start as far as showing the activity in each related contact.

Grrrrrr!

[aldipalo]

Is your Activity record in a separate table or just a field in your Business table?

Set up an 'Activities' table.

Fields:

ActivityID

fk_BusinessID

fk_ContactID

Activity

Relate

Business::BusinessID -> Business_Activity::fk_BusinessID

Contact::fk_BusinessID -> Contact_Activity::fk_BusinessID

These are 2 separate occurrences of Activity.

Place the Contact_Activity::Activity field on your contact layout and you should be able to see all activities on all contact records for that business.

If you have already tried this (or something similar) and it is not working please explain how you set up your relationships or post a blank copy of the file so we can see what the problem may be.

hth