Qrew Legend
Basically, before you create the relationship you need to have a field on the Invoices table for salesperson (and it needs to be populated, basic User field is fine), then on the Goal table make the salesperson field the key field. Now when you create the relationship instead of allowing it to generate the "related sales goal" field, you choose the Salesperson User field.
Once done, all of your records will be linked. 🙌
If there isn't already a populated salesperson field on the invoices table, someone will have to go through the work to designate which applies to who.
Thanks for the response Sharon. I completely understand the response time and of course respect the client piece first. (I do own three of your courses just for a kudos on those) but I also know when it sits in the forums a bit it gets lost too so that is why the bump.
I understand the linking on key field to user except the problem is that wont be a unique identifier. For my sales goals I will have goals for 2020, 2021, 2022 etc. so each of those rows would have Ivan Weiss as the key and it wouldnt work. That is what I am stuck on. The key has to be an auto generated number, I think.
Qrew Legend
