The CRM Ninox Hero Webinar with Employees, Deals, and Companies
I saw the Ninox demo from 2011 which went through setting up a basic Ninox application with. In that demo, however, in the "Deals" area, only one linked employee is ever shown.
What happens if you have multiple employees working on a deal? I'm not sure how this works given this application.
Suggestions?
6 replies
-
You can create a second reference field to Employees. The magic of Ninox is you can create multiple reference fields to the same table and Ninox will keep track of the links and not freak out.
It blew my mind when I first saw this done in a dashboard. You have to throw out a bit of the old way of DB thinking.
-
Creating a reference field for each possible employee is one way of doing it. But not very elegant.
In the end it sounds like you have a N:N relationship between Employees and Tasks. That will take a third table, maybe called EventPersonnel? From this new table you will create a reference field to Employee and Tasks. This table will track who works at each event. It can be one person or 1,000 people. And all the records are linked so you know which people worked an event or which events a particular person worked at.
Content aside
- 2 yrs agoLast active
- 6Replies
- 45Views
-
2
Following