lookup field choices don't update
Hi, I'm not sure if you'd consider this feedback, a bug, or a feature request... Here goes:
On occasion I need to sync contact info with spreadsheets of incoming updates and additions. Trying to do this in Zoho is a nightmare so I've been using Access to integrate the information. When I roll it back into Zoho, I need the connections with other sets of information to remain intact.
I'm trying to keep information broken into separate applications based on purpose - meeting attendance, field records, geographic references, partnerships, grant outcomes, blah blah blah... Regardless, contact information is the primary lynch pin.
For years we have assigned each of our contacts a unique code ("contact code") that is independent from automatically assigned IDs (i.e. think shorthand for names). Contacts may be involved in multiple programs or be connected to a variety of types of project-specific information. Many of our digital archives only reference people using the contact code.
I want to maintain this convention. I created an application for our organization's basic contact records (Organization Application). I created a separate application for one of our programs (Program1 Application).
In the Program1 Application I created a form (Activity Record Form) with a lookup field that pulls over the contact code from a form (Contact Info Form) in the Organization Application.
For a trial I made a contact activity record using a previously entered contact. I saved the entry and closed the application. Then I went back to the Organization Application and changed the contact's code; I saved the update and closed the application. When I went back to the Activity Record Form, the contact code had not updated and the drop-down look-up options did not show the new contact code.
> How do I keep my look-up options current?
> Is there a way to set it up so that only look-down option can be entered?
> How do I create an exportable view that showing multiple fields from a program records form and multiple fields from a contact records form?
Many thanks for your thoughts and input.