Relationships between lists in SharePoint 2010

Question

I am trying to create a simple CRM solution inside SharePoint 2010 with three lists. In the first list of stores, companies and second stores will contact persons in these companies with a search column, where you select the company in which the person works. The third list (and this is where the problem arises) stores the connection with people in companies, so here I have a search column that looks at people who are in list No. 2.

The problem is that I want to group the third list in the company, and then per person in the view, but I cannot group a column not in the third list, and SharePoint will not allow me to have a column containing the company name in the third list, since this is a search column in the second list.

Does anyone have a clue if this can be done using SharePoint lists and views?

Answer 1

you can still make a column in the third list, although it will not contain the same information as the company column in the second list. This association can be made in SharePoint; it simply cannot be displayed in a view configured in the user interface.

What you need to do is create a web page in which you display the necessary information, creating a grid or using a special solution to create a new type of field, as it was in the "filtered search field", on

filtered search on codeplex

Answer 2

You can use Filtered LookUps Column as available in a codeplex solution. When you create a column with a filtered search, it will give you the ability to create a new column using the column defined in another list, or you can even generate a query in this list, or you can create a view for it.