3 tables: Client, Contact, Proposal. With a new proposal, I can add a new Contact. The problem is that the Client doesn't carry through from the Proposal form.

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There are 3 tables in question: Client, Contact, and Proposal.

Every Contact works for a Client. In other words, Contacts are the people, Clients are the businesses.

A Proposal must have a Client and a Contact selected from the database. Often, a Proposal is created and a Client is selected, but the Contact doesn't exist yet. We have an option in QuickBase to add a new Contact on the fly.

The problem is that when a new Contact is added in this fashion, QuickBase doesn't select the Client on the new Contact pop-up window.

Is there something that can be modified so that it will?

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Posted 4 years ago

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Blake Harrison - DataBlender, Champion

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I would actually recommend a change to your process. Rather than allowing users to start the Proposal from the Client record, I would suggest removing the Add Proposal button from that form and instead show it in the embedded Contacts report. The users could then use the Add Contact button to create the new contact, be redirected back to the Client record and then access that contact's Add Proposal button, which could be modified to pass both Related Client and Related Contact in the URL.

While you want to provide flexibility to your users, sometimes having a very tightly controlled workflow provides a better balance of usability and data integrity.