Custom Entity, Linked to 2 Accounts, Contacts etc.

[cameronwilley]

Hello all,

I looked around for any guidance on this and didn't find it, but here is my scenario.

We have a program where we partner clients together through a Mentor/Mentee arrangement. We want to track this as part of our Espo implementation. So I created a custom Entity but am having trouble puling in both sets of information from Accounts and Contacts. So..

The Entity is primarily connected to the Mentee Account record, including a Primary contact from that Account.
I need fields that will link to a different Account and Point of Contact for the Mentor.

This is where I am stuck.

From there, I'm also hoping to add a list to the Mentor account that reflects their involvement. They should be able to be connected to multiple Mentees, with different contacts for each.

Any help is appreciated.

[emillod]

Dear cameronwilley
that it's called link with primary, you can read about it here: Link-multiple field with primary record - EspoCRM Documentation
Unfortunately, you can't do it inside GUI. You have to play a little bit with files and code.