Forum Discussion

TinaRevermann's avatar
TinaRevermann
Qrew Member
4 years ago

multiple customers

HELP!!!

I have a situation I am trying to decide what to do. 

currently have Tables

Customer
Contact
Opportunity
Opportunity Contact selection

Customer is parent to Contact
Contact is parent to Opportunity Contact Selection
Opportunity is parent to Opportunity  Contact Selection. 
Thus making Opportunity Contact selection table linked or many to many table

In my Opportunity table I have a customer field.  I would like to be able to put a customer #2 field in that I can pull another customer.  ie.  Main customer and secondary customer because sometimes we do work for a municipality directly and sometimes we do work for the municipality but it is under a General Contractor (or engineering firm)  where the General Contractor would be our customer.   I would also then like to be able to select contacts from either one of the customers. ​


Can this be done and how?

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Tina Revermann
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2 Replies

  • Is your issue that you have a conditional drop down to only allow selecting contacts for a company and now you have two companies?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
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    • TinaRevermann's avatar
      TinaRevermann
      Qrew Member
      Well first....

      Can I just put a customer #2 field in and pull from the the customer table?   Do I have to do another parent / Child relationship?

      And then, the second part is.... can I select contacts from both customers?


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      Tina Revermann
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