Novice QBaser...
I'm struggling with building out a CRM with minimal tables. I have three tables...Company, Contact, Opportunity. Company has a one-to-many relationship with both Contact and Opportunity. Contact ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendSo this is a classic Many to Many Relationship.
An opportunity has many contacts but also one contact may be reused on many opportunities.
The way we do that is to have a middle table or a joint table called perhaps Opportunity Contacts.
One opportunity has many Opportunities Contacts.
One contact as many Opportunity Contacts
There will be a field to [Add Opportunity Contact] and you will put that on the Opportunity record and the Opportunity Record would also have the embedded report link field for [Opportunity contacts] with the opportunity contacts set on the form to display directly as an embedded report on the Opportunity record.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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An opportunity has many contacts but also one contact may be reused on many opportunities.
The way we do that is to have a middle table or a joint table called perhaps Opportunity Contacts.
One opportunity has many Opportunities Contacts.
One contact as many Opportunity Contacts
There will be a field to [Add Opportunity Contact] and you will put that on the Opportunity record and the Opportunity Record would also have the embedded report link field for [Opportunity contacts] with the opportunity contacts set on the form to display directly as an embedded report on the Opportunity record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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