Creating Notes Table for CRM and Contacts
Hello, thanks in advance for the help. I am creating a project management app complete with CRM. I want to create a Notes table so a user can save notes on any particular object to track progress. I w...
Forum Discussion
1. Can you describe your Key tables and their relationships.
2. But regardless, the answer will evolve around the fact that you do not need to have a relationship to have a report link report on a form. You just need to make a report link field and configure any two matching fields. So, for example if you have a great grandchild type note field, but though lookups it can know the Record ID# of the top level of your hierarchy, say Opportunity, then you can have all notes appear on the Opportunity record.
2. But regardless, the answer will evolve around the fact that you do not need to have a relationship to have a report link report on a form. You just need to make a report link field and configure any two matching fields. So, for example if you have a great grandchild type note field, but though lookups it can know the Record ID# of the top level of your hierarchy, say Opportunity, then you can have all notes appear on the Opportunity record.