We have some trouble with "link multiple" for opportunities and contacts.
This is what we have:
- two custom relationships "opportunities2contacts" (Many-to-One) called "contactDeal" and "contactBill" (main contact and billing contact)
- a default "contacts" relationship field.
This is what we do:
1) When creating an opportunity (called "Deal" for us) we fill in "contactDeal" (always) and "contactBill" (sometimes). This works well, and the links also appear in the "Deals" relationship panels of the corresponding contacts.
2) If we get more related contacts (e.g. we get feedback from a person, who is neither contactDeal nor contactBill), we add them to the "contacts" relationship. I this case the backlinks to corresponding Deals do not appear in the relationship panels of such contacts.
3) If we try to manually add links to Deals for such additional contacts, then for some reason such contact replaces the original contactDeal in the Deal page. This is not what we want, of course.
We need to be able to add additional contacts to opportunities, that will be linked both ways (so that all related opportunities are seen on the Contact's page).
We mostly work via API, but creating the links manually via GUI has the same effect.
Thank you for your help in advance.
This is what we have:
- two custom relationships "opportunities2contacts" (Many-to-One) called "contactDeal" and "contactBill" (main contact and billing contact)
- a default "contacts" relationship field.
This is what we do:
1) When creating an opportunity (called "Deal" for us) we fill in "contactDeal" (always) and "contactBill" (sometimes). This works well, and the links also appear in the "Deals" relationship panels of the corresponding contacts.
2) If we get more related contacts (e.g. we get feedback from a person, who is neither contactDeal nor contactBill), we add them to the "contacts" relationship. I this case the backlinks to corresponding Deals do not appear in the relationship panels of such contacts.
3) If we try to manually add links to Deals for such additional contacts, then for some reason such contact replaces the original contactDeal in the Deal page. This is not what we want, of course.
We need to be able to add additional contacts to opportunities, that will be linked both ways (so that all related opportunities are seen on the Contact's page).
We mostly work via API, but creating the links manually via GUI has the same effect.
Thank you for your help in advance.
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