Hi,

I have created a notes field on the CCCalAppts table which relates to notes for that appointment. I would like to include a portal showing all of the notes from previous visits, so that you could check how a treatment was doing etc...

Am also having a problem displaying the type field, its set as a drop down list with the possible types value list, but when you select it it displays the value with a ? at the end! any ideas

any help or ideas would be much appreciated,

Thanks and best regards,

Roy

rservis wrote:I have created a notes field on the CCCalAppts table which relates to notes for that appointment. I would like to include a portal showing all of the notes from previous visits, so that you could check how a treatment was doing etc...

Hi there.

So where would you like to see this portal? On the appointments record or on the contact's record? From an appointment you'd make a relationship to another table occurrence (TO) of the CCCalAppts table based on the Contact's ID (then add a second relationship criteria where the Appointment ID does not equal itself this will make sure you don't see the current appointment in the portal. Sort that portal by date descending and you should be set. The relationship is nearly the same from the contact except that it is just based on the Contact ID.

Am also having a problem displaying the type field, its set as a drop down list with the possible types value list, but when you select it it displays the value with a ? at the end! any ideas

Not sure I have much of an idea what that could be. Could the "?" be in a second field that just looks like it is the type field?