RyanMcknight
5 years agoQrew Trainee
Avoiding duplicate contacts (unique field)
Hello,
I have a contacts table. This table is open to everyone on the internet (within my company that can get behind the firewall but don't have a QB license).
It has contact types for relationship-based internal company fields that come from an HR database table and external company employee contact types that must manually be entered
Thanks in advance!
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Ryan Mcknight
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I have a contacts table. This table is open to everyone on the internet (within my company that can get behind the firewall but don't have a QB license).
It has contact types for relationship-based internal company fields that come from an HR database table and external company employee contact types that must manually be entered
- To show a single contact name and single contact email, I have a concatenate/text join formula field that uses an If statement and joins the last name, first name to give a consistent contact name when looking at the table and uses the internal email or the external email based on the type of contact
- I can make the external email required to be unique, but it seems I cannot make the internal lookup email field unique, which would allow users to add duplicative internal contacts. And I cannot make the text join formula or formula based email field a unique required field either--says either formula field is not compatible with the make unique requirements.
Thanks in advance!
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Ryan Mcknight
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