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1 to many / many to 1-suggestions welcomed

New Member
Posts: 6
Country: United States

1 to many / many to 1-suggestions welcomed

I'm trying to keep track of potential prospects that will currently be using different software applications for different functions, each potentially purchased at differernt times (ex. uses ABC for Finance since 2000, XYZ for billing since 2005...), and be able to track/search for them by "vendor ABC"  or "Finance" and "date or period owned". Thinking of using ID status for "prospect", "vendor field" for vendor, and "year purchased" for time; not sure how to handle the multiple products with multiple dates (they could have 1 vendor with 1 date purchased for all applications or 5 different vendors with 5 different dates purchased (extreme); do I need 5 vendor fields and 5 date fields for each prospect? Open to suggestions. Thanks in advance

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: 1 to many / many to 1-suggestions welcomed

Essentially each contact will need a field for the vendor and the data asociated with that vendor.  So you will probably need multiple vendor and date fields.  You can then use an Advanced Query (under the Lookup menu) to find specific vendor/date information.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.