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Topics#Sales And MarketingJT Johnson の質問
JT Johnson が「#Sales And Marketing」で質問
2012年7月11日 22:50

How do I put contacts into categories? I.E. Sports to leagues to teams to staff?

I work with different industries and organizations.  Putting contacts into specific categories makes things flow a lot smoother and takes away a lot of cluster.  I am looking to organize my contacts into different sports categories, football, hockey, lacrosse, etc.  And then from there put the different leagues into professional, minor leagues, farms teams, etc.  Then select a team from those leagues with the contact information there.  Instead of having a thousand contacts to choose from.

 

Is there any possible way to make this possible?
1 件の回答
  1. Andrew Sinclair (nuvem)
    2012年7月12日 0:54

    The simplest solution is to use a dependant picklist, however it looks like you need a fairly sophisticated classification structure. This gets complicated very quickly and typically needs custom Visualforce pages to make it usable.

    If you can get away with simple dependant picklists, that would be your best bet.  If this doesn’t work, you will need to create the following custom objects, team, league, sport, and create your hierarchy of records. 

    If you associate the contact to the team, you will naturally inherit the attributes of the league, and sport the team record is associated to. 

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