Auto choose company based on relationship between the contact and the company

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I am using Send-to-Quickbase Outlook extension, and I tried to get this fixed through Quickbase, and they're saying it's not possible. Tried getting help from Send-to-Quickbase, they're saying its possible (through Quickbase) but want to charge an arm and a leg. Here's my issue:

When I create an activity from Quickbase, choosing the company name, from the contacts list I only see only contacts that belong to that company, which is good, when I try to select contact before choosing the company name, I get an error "This is a conditional dropdown. First choose a Related Company."

When I send an email to a Quickbase contact, Send-to-Quickbase automatically creates an activity in Quickbase, with a contact field selected based who I sent that email to, but leaves the Company dropdown blank. So i have to then manually find the company that contact relates to, and save that activity.

I need that Company field to auto-select the company, that contact is related to.
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Gene

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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I'm not sure that i can walk you though every step at no charge, but this is not difficult.  I think that it can be done in under an hour if the relationships are what I expect..

1. Create a field called [Related Contact mirror] which just has a formula of [Related contact]

2. Create a relationship where 1 Contact has many Activities where the reference field on the right side is [Related Contact Mirror]

3. Look up the value for [Related Company] and call it [Related Company from Related Contact mirror]

4. Ah, and here is the magic ... set up a Webhook that says that whenever an Activity is modified or added, Change the value of the field [Related Company] to the value in the field [Related Company from Related Contact mirror].

If you have not used Webhooks, I suggest that you contact me off line via the contact info in my profile and we can set this up on a live GoToMeetiing session.
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I made a correction in BOLD to the above.