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Help please! Converting two separately linked fields to one with a lookup

Topic Labels: Base design
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johngiordani
5 - Automation Enthusiast
5 - Automation Enthusiast

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.

 

https://share.zight.com/o0uAdlqk

3 Replies 3

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

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?

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!