Is there some way that I am missing to associate a contact with one of the business locations that you can create in the Settings menu? I can't see this as an entity where I could create a relationship. What I need is a way to be able to see from the contact screen what business location they are assigned to, and from a location to see what contacts are assigned there. Any ideas?
*This post is locked for comments
First of all, determine whether a contact can be related to just one site or multiple sites
If one site:
Go to settings>>Customizations>>Customise the system>>Sites>>1:N Relationship>>New>>Select contact in Related entity>>save & publish
Go to settings>>Customizations>>Customise the system>>Sites>>Forms>>Add subgrid of Contacts (only related)
if Multiple:
Go to settings>>Customizations>>Customise the system>>Sites>>N:N Relationship>>New>>Select contact in Related entity>>save & publish
Go to settings>>Customizations>>Customise the system>>Sites>>Forms>>Add subgrid of Contacts (only related)
Go to settings>>Customizations>>Customise the system>>Contact>>Forms>>Add subgrid of Site (only related)
Yes, I'd like to be able to click on the site and see all of the contacts there, and then also see from the contact record what site they are affiliated with. I tried putting in a subgrid but Site is not in the list of available entities.
You mean Site entity?
Relationship between Site and Contact?
#1
André Arnaud de Cal...
292,489
Super User 2025 Season 1
#2
Martin Dráb
231,305
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
