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Custom Object - Account "roles"
I am creating a custom object for projects and would like to attach several accounts to the object in a similar structure to Contact Roles for Opportunities. So far I've only been able to attach accounts by creating separate relationshp fields. This then creates a ton of related lists on my accounts page and most of them will never have values. Is there a way that I can add a related list to my custom object that will show accounts in different "Roles" and then also connect this back to the accounts page so I can see which projects a certain company is attached to and what their role is?
Help is greatly appreciated!
Hi Cafe,
You'll want to use a distinct custom object that just has a lookup to the Project and another lookup to the Account. If you add a picklist to the custom object, you can define roles that an account is playing with regards to the project.
Luke C
All Answers
Hi Cafe,
You'll want to use a distinct custom object that just has a lookup to the Project and another lookup to the Account. If you add a picklist to the custom object, you can define roles that an account is playing with regards to the project.
Luke C