I have a crm style app that has a feature to send out “group” communications and file them under each client.
Essentially, this is view categorisation based on a multi item field, where each value in the multi item field shows as a seperate entry recording the document under each client. The multi item field contains the client id.
The problem is, any response doc to this shows under all clients, where as I just want it to display under one.
Any ideas on how to achieve this? Hopefully I’ve explained it well enough.
If I read it correctly you have multiple client documents and they collectively recieve an email based on thier name being in a Multi-value field in a document. So this single document appears as many entries in a view. When you make the response to the client are you making that document a child of the Multi-value document (in which case it would appear under every client in the list) or are you creating a child document to the Client Document where it will only appear once?