Jump to content

Relationships


ginger
 Share

This topic is 7226 days old. Please don't post here. Open a new topic instead.

Recommended Posts

I am a novice so please bear with me. We have a file called "Contacts" and a file called "Quote Log". In the "Contacts" file is a field called, "Quote No.". This field "Quote No." has entries such as 9900, 8901, 7500. I have created a relation in the "Quote Log" file to the "Contacts" file and used the quote no field as a link. I am trying to pull the information from the source field in contacts to the file "Quote log". When the information in the quote no field in the contact file is denoted as mentioned above, re: multiple quote numbers, the info does not feed to the relational field,source, in the quote log file. However, if there is only one quote no. in the field it works great. Please advise what we would need to do to get the information we are requiring??

Thanking you in advance for any and all assistance. crazy.gif" border="0

Link to comment
Share on other sites

Instead of having a list of Quote numbers in the Contacts file, have a Contact ID field in the Quote Log file.

Assume one Contact can have many Quotes. Hence, a relationship in the Contacts file can have a portal which will list all of the Quote Log items which have the relevent "Contact ID".

Conversly, each Quote has only one Contact. The Quote Log file can have a relationship to Contacts using the "Contact ID" and the Quote Item can show the Contact details either via a single line portal or calculated fields which point to the relevent field in the Contacts file.

Hope this is of use.

Garry

[ December 30, 2001: Message edited by: Garry Claridge ]

Link to comment
Share on other sites

Thank you, Gary. I was wondering is it possible to have a calculation that will separate the information in the quote no. field. And maybe "pull out a piece of the information. i.e. if I want the third number in 1900, 2100, 3000 and I am interested in the information related to the quote number 3000 only???

Link to comment
Share on other sites

This topic is 7226 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...

Important Information

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