Dynamics Community Forum Thread Details

Contact job positions

Just gathering a little feedback from people. I'm sure others must have this same issue.

In my CRM we have custom fields within a contact record to capture job role. This is a drop down list using a global option set. People then select the job role the contact has at their parent organisation (lookup field).

However, within the organisation record there will be a lookup field labelled "CEO" or "finance contact". You can then lookup the contact record who fulfils this role at this organisation.

I think this needs to be resolved. You could have John Smith with a job role of CEO on his record and a parent organisation of Acme. However, in the Acme organisation record, in the CEO lookup field it could have "Andy Jones". 2 different contacts stated as CEO.

How do others capture what role someone performs at an organisation? Is it on the contact, or the organisation?

Further to this, I am creating a new entity in between both contacts and organisations to allow for multiple relationships. So perhaps my job role field should be in this new entity and removed from both contact and organisation record.

Just looking for other opinions and experiences on this issue which must happen for others.

Thanks

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