An old problem - just want to see if there are any new solutions...
My Contacts can be any combination of donors, students, and teachers. (Students grow up and can become teacher and/or donors).
Opportunities can represent (by record type) incoming donations, or outgoing scholarships, or outgoing grants to teachers.
Each of these record types has their own custom fields visible on the corresponding Opportunity page layout.
However, on the Contact page, I can't have a separate Opportunity related list for each record type of Opportunity, each showing different fields and each filtered by its corresponding record type.
Some criteria:
* I don't want to use record types on Contact because a single Contact can wear multiple hats (both simultaneously and changing over time).
* I want to use NPSP's model for associating Opportunities with Contacts (i.e., I don't want to add multiple lookup fields to Contact on Opportunity).
* I hesitate to write VF and APEX to accomplish this (I've written about 5 lines of APEX ever).
* My org can't afford to pay a bundle for a high-end solution.
So for now I live with a single related list to Opportunity, showing a superset of my needed fields for any one record, and showing all Opportunity records (all record types mixed together).
Is there a better way? Like, say, a DLSR-style add-on?
Much thx as always.
@Salesforce.org System Administrators @Nonprofit App Advice and Reviews
@John Fine I know you stated you don't want to do it but adding a lookup field(to then populate a second related list on an object) then populating it/clearing with PB works well for me. It's pretty clean and simple.
