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Any suggestion to have a "user-specific-marker" in an contact-recordset?

Question asked by habitare on Feb 6, 2018
Latest reply on Feb 9, 2018 by habitare

Hi, what I have is a CRM-database with contacts. I wonder what is he best concept to integrate a feature so that any user of the database can tag a contact as a formal or informal contact to him.

 

In Germany we have formal and an informal salutations. Now we want to make it possible that user A marks a contact to be an informal contact to him while user B has the default of being a formal partner to the contact.

 

My idea: create a field "informal salutation" that contains all account names of the users that have an informal acces to the contact. Is this "the best" way or does anyone have other suggestions?

 

Kind regards, Martin

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