AnsweredAssumed Answered

buttons for client type

Question asked by abunce515 on Jun 17, 2014
Latest reply on Jun 17, 2014 by philmodjunk


buttons for client type


     quick background - I am in real estate and have contacts who frequently change contact type. 

     I am wanting to have a set of buttons or something to that effect on my contact cards that show which type of client they are now.  to simplify it well focus on two types.  buying and selling.  This list will more than likely grow.  (lenders, contractors, insurance providers, etc)

     Some clients can be buyers, sellers, or both.  

     Ideally i think i would like a drop down list that lets you check all of the different types of contacts they match. but then if you open that drop down list again and uncheck one of the options it would delete the record of them being a buyer from the join table.  Buttons would work, but as i sit here and build this list I am learning i could have a lot of option.  10-20, looks good in a list, but could look terrible as just a bunch of buttons.

     can someone point me in the right direction of achieving this goal?  thank you for your time.