Hi,
for my CRM project I need to setup multiple custom entities.
E.g. one custom entity for all acccount managers (e.g. account manager, private banker, specialist, ...).
Our clients are divided into the entities account (companies) and contacts (private customers and contacts of the companies).
Account managers can either be assigned to an account or a contact.
What's the best practise to link the custom entities with the default entities account and contact?
If I create a lookup field I can only link it to one entity. So I would need to create one lookup field for account and another for contact.
But I'd prefer, if a user could choose in this lookup field, weither to link to an account or contact, similar to the regarding field for activity entites.
But setting up multiple relationships for one field doesn't work for custom entities, if you do not define them as activity entity.
Any advise how to solve that?
thx Thomas