AnsweredAssumed Answered

Related contacts

Question asked by ChristopherColes on Apr 10, 2018
Latest reply on Apr 12, 2018 by philmodjunk

I need to be able to link contacts (establish a relationship) between existing contacts using a button.




Have list of all contacts in database in main layout except for parent contact record I'm in.


Select another contact in a portal


Click a button in the layout with the main contact that establishes a relationship between the two contacts and lists them in another portal (related contacts).


I was thinking along the lines of like an invoicing scenario sort of.  (2) Contact TO each with unique pkIDs tied together with a "line item" related contact TO.


Am I headed in the right direction or do I need to slam on the brakes?