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How To? Set a field based on Relationship connection

Relationships Linking Modules lists

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#1 PJCwasHere



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Posted 12 May 2016 - 01:37 PM

I want to set a field to say "YES" on a CONTACT record if a Relationship has been established between that CONTACT from another MODULE. Can anyone point me in the right direction as to how I might do that?


I can't find any way to access the RELATIONSHIPs displayed on the Contact Record. e.g. We have a Membership Module. It links to the CONTACT. In CONTACT we can see that the RELATIONSHIP is established with the module, MEMBERSHIP. But unless I then manually create a reciprical LINK BACK to the MEMBERSHIP Module, I can't access the fact there is a relationship with MEMBERSHIP and therefore cannot create dynamic Lists of people who are in MEMBERSHIP. Ideas?

Also tagged with one or more of these keywords: Relationships, Linking Modules, lists

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