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Hon Tho NPSP: Need field to add connected contact in new Case, and have that connected contact build case history from this.
I'm customizing NPSP for a local Women's Refuge Shelter. A woman comes to us seeking help. She is entered in as a contact. Now, we open a case for this incident & I would like to have a field in this case area where the woman's abuser is selected or entered as a new contact within that particular incident. The abuser person's contact record now begins to compile a case history, if they are named by the client who is seeking help from our organization.
Any tips or guidance will be MUCH appreciated!
Any tips or guidance will be MUCH appreciated!
You're going to want to create a lookup field for contacts to create the 2nd contact (alleged abuser). This won't be a primary relationship to the case of the person who is seeking help from you. You may want to create a list of "related contacts" if you're going to create this kind of functionality and want to see them later from the record detail page.
Hope this helps.
Kindly mark this as solved if the information was helpful.
Thanks,
Nagendra