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I have two tables: businesses and leads. businesses is the parent table; A record in businesses may have many leads.

My leads table holds data like "calls, appointment, etc etc" - all searchable.

I'm trying to create a layout to sort all of my businesses by my lead information, either with a portal filter or list view.

The goal is to help me figure out who I need to call or see today.

Ted
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Vermino
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  • Can you provide more information about the fields in leads, and how you want to filter your records? – Ted Dec 30 '12 at 02:26

1 Answers1

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Go into Manage Database and make sure you have an actual relationship setup between businesses and leads.

Then make a layout based on the businesses table and add a portal to that layout based on the leads, which will show up in the drop-down because of the relationship. You'll also see options in the portal properties to sort by whatever column(s) you want.

Drew Angell
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