Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5301 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

I have 3 files (hierarchies, Companies - subset of Hierarchies and contacts - subset of Companies) I would like to display the Key Contacts which are identified in the Contacts file. I created a calc in contacts which shows the record ID for only those records that hold the key contact identifier. After creating a relationship in the Companies file (Co_ID and Key Calc) I am able to display a portal in the Companies File showing the Key Contacts for that Company. In the Hierarchies file, my layout has a portal showing all of the Company locations

I would like to now display those same contacts in the Hierarchies file (Hierarchies file shows multiple locations of the same company) and I can't seem to do that.

thank you for any assistance you can offer.

This topic is 5301 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
×
×
  • Create New...

Important Information

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