Thanks for your question, sorry I wasn't more clear.
So I have the table Contacts with the field 'Name' which is a Formula - Text (Formula is simply First and Last name fields concatenated [First Name]& " " & [Last Name]). Each name can have multiple services associated with it. For example...
Names
Fred Smith
Mary Jones
John Brooks
Betty Boop
Sally Sue
Services
Service 1
Service 2
Service 3
Service 4
Fred Smith can have a separate record for having received Service 1 and Service 2 (This is the one to many).
With each service I need to track who the referral came from and once done with my service who I am referring them on to - Referred From and Referred To respectively. The source of the two referred fields are the list of names in my contact list. I ma trying to accomplish two things; have the list not include the name of the record that is receiving the service - so when creating a a new Servie record for Fred Smith I don't want his name in the list of options and secondly, to have a filter for the list that is base on another field in Contacts, 'Category'. In other words I want the list to show all names, other than Fred's that have a field 'Category' value of "Referent".
Hope this clarifies and again, thanks!