How to add a primary contact field drop down to an opportunity?

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Answered
I have 3 tables in question:
Clients (which are companies)
Contacts (who are people who work for the Clients)
Opportunities (sales opportunities)

The tables are currently set up as follows:
A Client has many Opportunities
A Client has many Contacts
An Opportunity has many Contacts (currently not useful, can delete this relationship as necessary).

What I would like to do is this:
When an Opportunity is linked to a Client, I want to have a drop list field that contains all of the Contacts who work for the Client. I want select one as the primary contact for a particular Opportunity.

Can anyone help me?
Photo of EJ

EJ

  • 10 Points

Posted 5 years ago

  • 0
  • 1
Photo of Keith

Keith

  • 20 Points
I believe that you could achieve this using Conditional Dropdowns to show you the Contacts that are related to the client

http://www.quickbase.com/user-assistance/Default.html#conditional_dropdowns.html

Let us know if that doesn't seem to work or if you have other questions