Nov 08, 2024 12:02 PM
Well, as a certain happens as my business grows in my system grows, I'm realizing that I need to do some tweaks and I'm wondering what you would recommend here. I'm sure everybody has run into the situation. I've created two separate linked fields in one table and I wanna narrow it down to just linking one and looking up the other so now that I've got data in it. How do I get to where I wanna be here's a video explaining more.
Nov 08, 2024 07:31 PM
Hm, assuming the workflow involves you linking the Contact before the Company every time, I'd suggest:
1. Right click the "Buyer Contact" field header
2. Click "Add lookup fields"
3. Select the Company field
Should do what you need. I think I'm missing something though, so let me know what I've got wrong and I'll do my best to help
Nov 11, 2024 04:11 PM
Thanks. I think the only part you are missing (and maybe I didn't mention it) but not all Contacts are already linked to Companies...so I have some potentially orphaned records I believe via your method? So think I somehow have to make sure all Contacts are linked to Companies BEFORE I try your method?
Nov 11, 2024 06:18 PM
Hmm that implies that you've got records where the linked Contacts and Companies are not linked to each other? If so, yeap, you'd need to make sure all the Contacts are linked up!