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Link records both ways - as in a referral program

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Lynn_Santopietr
4 - Data Explorer
4 - Data Explorer

Hello,
I am trying to link records in a single table to each other to manage a referral program.

Here’s what I’m trying to achieve:

Jim refers Beth, Bill, Jane.

In Beth, Bill, Jane’s records - you can see that they were referred by Jim.

In Jim’s record - you can see that he referred Beth, Bill, Jane.

Right now, I can only figure out how to reflect this relationship one way. So, Beth, Bill and Jane’s records reflect that they were referred by Jim. But, I am not able to figure out how to get it to show up in Jim’s record that he referred 3 people.

Thanks!

1 Reply 1

Check this out:

Perhaps his solution will work for you.