Link multiple names in the contact field

Alexander Florian Kayales
Alexander Florian Kayales Member Posts: 11
Name Dropper First Comment Photogenic First Anniversary
edited July 2022 in Sales CRM #1

Hi, I would like to link the children and relatives in the contact information. I have created a field for the "spouse/partner" and linked the corresponding person.

But in the contact field, I can only link one person. What if the customer has several children? Do I have to create 5 standard fields with child 1, child 2, etc.? I have a similar problem with the relatives of my contacts. I don't want to create a possible field for each possible family connection (brother, sister, father, mother, uncle, etc.). It would be enough for me to be able to create the connection to the contact. Is this possible? Maybe someone has another clever idea. Glad to hear about it then.

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Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited February 2022 #2

    Can you get by with putting that info in a note? Maybe pin that note to the top?

     

  • Alexander Florian Kayales
    Alexander Florian Kayales Member Posts: 11
    Name Dropper First Comment Photogenic First Anniversary
    edited January 2021 #3
    Brad Krause said:

    Can you get by with putting that info in a note? Maybe pin that note to the top?

     

    thanks for the answer. Is there a possibility to link Text to a specific person? for example like this link.

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