Trying to figure out how to create a custom field ...
# administration
j
Trying to figure out how to create a custom field on a custom record that displays a list of
contacts
related to the
customer
selected. Tried several combinations on the
Sourcing and Filtering
tab with no luck.
k
I don't think you can do this unfortunately.
Contacts can have more than 1 relationship with a Customer/vendor
You'd need to use script to accomplish this result.
Or set up a seperate Contact/Entity relationship for affiliating contacts
j
I'll use a script, thanks @KevinJ of Kansas
I was looking for confirmation I wasn't crazy
r
What about:
k
That might work , but only if you only ever associate 1 contact with 1 company
j
Yeah we have a one to many relationship between contacts and customers.
r
Yes, I see.