effectsguy
Technical User
Hello, thanks in advance for any help.
I'm trying to get a field to look up information based on the relation.
Ex: I have 2 databases, one person contact and one company contact. I need the company database to pull a person's name but only if it meets a requirement. There will be multiple persons that belong to a single company. But there will only be one Key Contact person. I'd like to tell the company database to pull from these related batch of records, but only display the key contact name in the field.
Any thoughts? I just can't get it.
Thanks.
I'm trying to get a field to look up information based on the relation.
Ex: I have 2 databases, one person contact and one company contact. I need the company database to pull a person's name but only if it meets a requirement. There will be multiple persons that belong to a single company. But there will only be one Key Contact person. I'd like to tell the company database to pull from these related batch of records, but only display the key contact name in the field.
Any thoughts? I just can't get it.
Thanks.