Subform and Associated Projects
Hi,
I work in publishing and I am working on figuring out how to track contacts (with certain details) and their connection to 1) sales opportunities and 2) projects. So I would essentially need 3 tables - A. Contacts, B. Sales Opportunities and C. Projects.
Setting up the relationships is what has been a problem for me. I'd like to be able to view each table's associated record , within the context of the other tables. For instance, when I look at contact, I want to be able to also see the associated Sales Opportunities and Projects. So, if a Person (contact) makes decisions for buying books (sales opportunities) and also helps write or review books (projects) - I want to be able to see all of that information , on the contacts page.
Overall, I basically want to be able to see all associated informatoin from each table: In contacts, I want to be able to see the contact's associated projects and opportunities ; in opportunities, I want to be able to see associated contacts; in projects I want to be able to see associated contacts.
If we could figure this out (and add one more element about 'sub projects', it would be ideal - but I have not been able to figure it out yet. Any thoughts or insight on how to set this up would be really appreciated. I've driven myself nuts trying to make this with MS Access and I think Zoho has a lot of potential for my company.
Thanks!