I have a use case where each Person Account record has multiple state issued license numbers that need to be recorded (State - License Number - Expiration Date). I really don't want to have 150 fields (3 for each state) on each record, but the data needs to be available for reporting. I looked on AppExchange to find a solution with no luck (these are not NIRP numbers). Anybody have a solution?
Michael Brown (SETGO Partners) Forum Ambassador
Hey Carl,
I think a custom object would work best in this situation. You could create an Account Licensing object with 3 custom field fields:
- State
- Account
- License Number
- Expiration Date
Then, for every license, a record would be created. For example, let's say I'm licensed in Minnesota, Wisconsin, and Iowa. I would have the following 3 records:
- State = Minnesota, Account = Mike Brown, License Number = 111, Expiration Date = 12/31/2025
- State = Wisconsin, Account = Mike Brown, License Number = 222, Expiration Date = 12/31/2025
- State = Iowa, Account = Mike Brown, License Number = 333, Expiration Date = 12/31/2025
These would appear in a custom Account Licensing related list on the Person Account page layout.
Thanks,
Mikey