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FM - Portal Not Showing When Related by Cell Phone

Posted on 2010-09-07
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Last Modified: 2012-05-10
Office staff sometime enter duplicate Leads, so I created another TO and related it by Cell Phone Number (because sometimes the name is not always spelled the same).  However, when I related by the Cell Phone (text) field, no records show up in the portal; however, when I related by any other field, such as first name, date, etc., records do show up in the portal.  I even duplicated the last record just to ensure there was a matching cell phone number and still nothing shows.  Any ideas why?  I must be missing something obvious; I've done this numerous times before without a problem.
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Question by:rvfowler2
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17 Comments
 
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Author Comment

by:rvfowler2
ID: 33623938
Tried more combos with no luck.  I still see no records when linking by Cell phone number (text field).  Yet, I do when linking by, say, Call Type.  Furthermore, when I added to the portal filter Leads::RecordId to not equal Leads_byPhone::RecordID, the RecordID of the record I was on showed anyway in the portal filter.  This is a mystery since I've used this same filter numerous times before.  I've lost my mojo.  :)
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Author Comment

by:rvfowler2
ID: 33623949
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Expert Comment

by:ThomDroz
ID: 33625828
rvfowler2
why not have the cell number be a unique field
then force the format to be (xxx) xxx-xxxx

Then if the staff tries to do a duplicate entry she gets an error message that the lead is already in the system
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Author Comment

by:rvfowler2
ID: 33627287
Thanks, thought of that, but we have a 15,000 Leads db right now with numerous duplicates already.  Not sure of a way around this.  The weird part about this is if I do a Find, I do find the mulitiple records; however, when I connect them via a relationship, the portal comes up blank (but does not come up blank when relating to other fields to themselves).  Weird.
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Accepted Solution

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ThomDroz earned 500 total points
ID: 33627449
rvfowler2

I created 2 tables with a phone number as the relationship and it correctly showed the related records in a portal.  

Consider, 'fixing" your current database duplication problem rather than continuing the problem into a solution.
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Author Comment

by:rvfowler2
ID: 33627640
Yes, something very strange here because I can also create two new tables and related them by phone number.  I'll just have to play with it.  This is the first time I couldn't get related records to show in a portal.
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Expert Comment

by:ThomDroz
ID: 33628008
rvfowler2:

Double check your layout to make sure it is built on the right Table occurrence
Recheck your fields to make sure they are both the same type
Recheck your relationship to make sure it is a many to many
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Expert Comment

by:ThomDroz
ID: 33628114
rvfowler2

I meant to say make sure it is NOT a many to many
but looking at your question it would have to be a many to many
That is the problem I believe
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Author Comment

by:rvfowler2
ID: 33629971
Layout is built on Leads
This is a self-referential table, so the fields have to be of the same type, since I'm relating the same field to itself between two TOs.
It's not many-to-many or the X relationship.  The Relationship Graph above might not be clear, but it is an = or one-to-one.

I hadn't checked the above because, as I said above, I can relate other fields on the same layout and the portal works, just not with the Cell Phone field, which is a simple text field.  Even when I duplicate the record, it won't show in the portal.  Very strange.
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Expert Comment

by:ThomDroz
ID: 33630533
rvfowler2:

On a one to one it can only find itself
what would be the need of a portal?
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Author Comment

by:rvfowler2
ID: 33631015
Possibly I don't understand your terminology because it is related by Cell Phone to Cell Phone, not record to record, so technically, I guess that's not a one-to-only one relationship.  That point is that something is wrong with the Cell Phone field as any other field I choose works in the portal, just not the Cell Phone field, even if I duplicate the record.
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Expert Comment

by:ThomDroz
ID: 33631189
A one to one is one record matching one record
(since it is a table joined to itself) the record is itself so there is no reason to have a portal as the match is itself .

A one to many might be an agent and their notes

One agents has many notes, so a layout starting with an agent can show many notes in a portal


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Author Comment

by:rvfowler2
ID: 33641470
Hopefully I'm not missing something obvious, but by relating cell phone to cell phone, I do get one record to match multiples just as if you did Town to Town.  And, as I mentioned, I can relate by almost any other field on the layout and see duplicates.  Strange.

Will look into cleaning up the db, but with 10,000 records, it will be tough sledding to get rid of all the duplicates Leads, especially since each one probably has several Customer Notes written for them.
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Expert Comment

by:ThomDroz
ID: 33641810
rvfowler2

If you have a "table1" with a fieldx, then you create a new TO of this table "table2" and relate them by fieldx

You have a layout based on “table1”

Now you are on record 1 which has a 123 in fieldx
Record 4, 7 & 9 have 123 in fieldx

You want 4, 7 & 9 to show in a portal with record1

You have, if I recall, a 1 to 1 relationship
So when it finds a match it stops as it has the other side of the 1

Is my example above flawed?


thanks
Thom Droz
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Author Comment

by:rvfowler2
ID: 33642185
Actually, the only thing that is truly a 1-to-1 relationship is a unique field such as a RecordNo field.  I figured out the issue by comparing the CellPhone field with the other fields that worked.  It simply was that the CellPhone field was not indexed, and, as you see in the screen print below, the text says that indexing "supports functionality like Relational Joins.'  So, I guess, a field needs to be indexed for the join to work.  Once I did this, all records that had the same cell phone number appeared in the portal.
-IndexingistheAnswer.JPG
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Author Closing Comment

by:rvfowler2
ID: 33642193
Thom, gave you partial credit because the answer was indeed to fix the issue rather than find a workaround.  
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Expert Comment

by:ThomDroz
ID: 33642228
rvfowler2

Thanks, if you need tips on how to find and fix duplicates post here and I am sure you will get some interesting solutions!
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