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3 Tier Contact/Organisation Category/Classification?

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Posted on by NZ_James

27

3 Tier Contact/Organisation Category/Classification

I am wanting to create a field that allows categorising of contacts in the system. Looking to create a three tier ‘choice’ or something similar field, just wondering how I would create them in Dynamics.

A contact could have a tier 1, 2 and 3 or several options of any of the options.

A example of the tiers are:

Tier 1 -
     Tier 2
          Tier 3
          Tier 3
     Tier 2
     Tier 2
          Tier 3
          Tier 3
Tier 1 -
     Tier 2
     Tier 2

Would anyone have any suggestions on how this could implemented or an example of something similar would be much appreciated.

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NZ_James 27 on at

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Just re-posting this to see if anyone has any thought.

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Ray 1,537 on at

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You can create create a 1 : N relationship(or a lookup field) and set hierarchical to true.

You may read about this article(click this link).

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