Table of Custom Fields
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need.
I appreciate any suggestions on how to track the following situation:
My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a different member (employee of the company. I'm looking to do something like:
Network | Member | Start Date | End Date | Status |
|---|---|---|---|---|
Network A | John Smith | 1/1/2025 | 12/31/2025 | Active |
Network B | Mike Talyor | 1/1/2025 | 12/31/2025 | Active |
Network A | John Smith | 1/1/2024 | 12/31/2024 | Closed - Renewed |
Answers
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Hi @kvandruff if I understand correctly, you should be able to tackle this with deals and a few custom fields as needed. For example, each membership can be a deal, and the member is the contact person inside the deal. You can further enrich your deal details with custom fields for the membership details, the groups, any additional contact people, start date, end date, and so on.
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