Hey! Is it possible to attach Contacts (or such re...
# administration
j
Hey! Is it possible to attach Contacts (or such relationships) under a custom record?
v
i don't think natively you can, i believe it's only messages , attachments, and notes right now. if it is a necessary feature for your business, you should be able to customize it. i'd have to mess around with my own sandbox to see exactly the way i'd do it but i'm sure you can do it. i've done something similar with a custom record being attached to customers
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j
I tried doing this, but unfortunately it didn't reach anywhere. And adding custom records to a standard record or any other custom record (parent-child relationship) is feasible. But this process here to attach a standard contact record (as a child) to a custom record seems a bit tricky. Thanks!
s
why not have list/record field in your custom record for contacts and made that field as parent. Now if you want show the this custom record under contact record, just create a save search with available for sublist view checked and contact set as filter. Then create a custom entity sublist under contact and place in a existing sub tab or new subtab. For the sublist use the search you have already created. It should work 99%
it is a bit convoluted but works
j
Actually, I want the other way around. The contact should reside under the custom record as a child. If that's possible by making a field and checking Record is Parent, it would be really great. Thanks for the idea. Let me try it out tomorrow morning my time and I'll update whether it works or not.
s
You cannot make custom record as parent for any entity type records. Your option would be to create a custom list field for the custom record in contact and the follow the sublist and search method