Hello,
We have a custom object called "Outings" where we create a record anytime our clients have attended an outing or special event. All of the clients are Contacts in our database. We would prefer to create one outing record per event (and linking the contacts who participated) instead of creating records for each of the clients. Is there an easy way to link multiple contacts to one record? Or will I need to make several lookup fields to link the contacts to the record?
Any help is appreciated! Thank you,
Blair
4 Antworten
Two things you can do (probably more but I will say two). Others might have different thoughts.
1. Create another custom object. This object will have a Master-Detail relationship to your Outings object and a lookup field to contacts. Make sure you keep the add to page layout links checked.
Now go to a contact. Click the add button for this new related list. Should fill in the contact name and then you lookup to the Outing.
This will allow you to track as many contacts as you want per outing and have multiple outings per contact.
2. Look at using Campaigns instead of custom objects. Campaigns could work well for this.
https://help.salesforce.com/HTViewHelpDoc?id=campaigns_def.htm&language=en_US
