Contact person subform

12 votes

Create a sub-form to display the contact people for a Contact (see sample screen shot below). Display ALL contact persons with a drop down list for selecting ‘Main contact’ as well as other “relationships“. Maybe have the company field link to another contact within OTW, if it exists. Be able to pick from these contact persons when sending a documant via the client portal (see my next enhancement request for portal suggestions).

Under consideration Suggested by: Hans Upvoted: 13 Jan, '21 Comments: 0

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