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Customer experience | Sales, Customer Insights,...
Suggested answer

Can a relationship between Contacts and Products be created?

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Posted on by 4

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.

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Can a relationship between Contacts and Products be created?

    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/.../

  • Suggested answer
    LuHao Profile Picture
    40,892 on at
    RE: Can a relationship between Contacts and Products be created?

    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.

    pastedimage1599040257704v1.png

    pastedimage1599040285040v2.png

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

    pastedimage1599040384429v3.png

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

    pastedimage1599040511158v4.png    pastedimage1599040547322v5.png

    pastedimage1599040642025v6.png    pastedimage1599040669702v7.png

    To associate contacts and products, just click the Add Existing button in the new sub-grid.

    pastedimage1599040798246v8.png

  • LuHao Profile Picture
    40,892 on at
    RE: Can a relationship between Contacts and Products be created?

    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.

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