How can I best handle it when I want a custom field available to me at each record level no matter which record type I create first.
For example - email address custom field - I create an org - no person, no deal available.
Then later on I get a person that I link to that organization. And maybe a deal later on.
I want to see that email address that I had created at the org level visible at the person level, and at the deal level. And not just visible but available to me for filtering, reporting, no matter which record I'm running the report on.
I know data flows up.
Is the only way to have the above scenario to create a custom field email address for each record type.