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Can a relationship between Contacts and Products be created?

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Posted on by barbieruelas

Hi all,

Just a simple question: can I create a N:1 relationship between Products and Contacts?

I would like to add products that Contacts express interest on, so I can target them with specific campaigns.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

General answer - yes, you can create that relationship but this is not what you really need because... one contact can be interested in multiple products and the same time multiple contacts can be interested in the same product so... N:1 relationship doesn't solve your requirement but either native or manual N:N relationship solves that requirement - www.techveze.com/.../
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LuHao 40,892 on at

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Hi barbieruelas,

Agree with Andrew.

I would recommend you create N:N relationship instead of 1:N.

If you create a N:1 relationship, then each product will have a lookup field of contact, and one lookup field can store only one record. In other words, only one contact can be associated with a product.

In actual business, a product is associated with multiple contacts. So we should create an N:N relationship.

Go to Advanced Settings > Customizations > Customize the System, expand Entities > Contact > N:N relationships, new.

Select Entity Name of Other Entity to Product. Then select Display Option to Use Plural Name. Save.

Edit the Contact main form and Product main form, insert a sub-grid of this N:N relationship.

To associate contacts and products, just click the Add Existing button in the new sub-grid.
LuHao 40,892 on at

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Hi partner,

Has your problem been solved?

Please don't forget to click Yes under "Did this answer your question?" to close this thread.

Thanks.