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Can I automate a contact to contact relationship

Jaymie Raymond

Good morning

I want to create a contact to contact relationship and subpanel to capture relationships between contacts. The aim is to capture relationships like mother/daughter or husband/wife.

e.g. if contact 1 is the mother of contact 2. I want to know if it's possible that when contact 1 is marked as mother in their contact module that contact 2 automatically adds a relationship with the relationship type of son/daughter. I'm wondering if this is possible using the front end of studio/business processes.

Has anyone done something similar?

Many thanks

Jaymie

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    Hi Jaymie,

    I think this is what you are looking for. You can create a many-to-many (m:m) relationship between Contacts, enabling a contact to be associated with multiple other contacts. After creating the relationship, you'll need to create a role field in the subpanel table. To create the role field in the subpanel, you can follow this link. As you are creating the field through code and in the subpanel table directly, this field will appear only in the Contact subpanel, but not in the Contacts module in Studio.

    This way, the same contact can play multiple roles. For example, a person can be a wife to one contact, a mother to another contact, and a daughter to yet another contact. This is similar to the role field in the Contacts subpanel under the Opportunities module. One Opportunity can have multiple contacts, and the same contact can play different roles for different Opportunities. For example, one contact could be the Technical Evaluator for one Opportunity and the same contact can be the Primary Decision Maker for another Opportunity.

    Hope this information helps. 

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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  • 0

    Hi Jaymie,

    I think this is what you are looking for. You can create a many-to-many (m:m) relationship between Contacts, enabling a contact to be associated with multiple other contacts. After creating the relationship, you'll need to create a role field in the subpanel table. To create the role field in the subpanel, you can follow this link. As you are creating the field through code and in the subpanel table directly, this field will appear only in the Contact subpanel, but not in the Contacts module in Studio.

    This way, the same contact can play multiple roles. For example, a person can be a wife to one contact, a mother to another contact, and a daughter to yet another contact. This is similar to the role field in the Contacts subpanel under the Opportunities module. One Opportunity can have multiple contacts, and the same contact can play different roles for different Opportunities. For example, one contact could be the Technical Evaluator for one Opportunity and the same contact can be the Primary Decision Maker for another Opportunity.

    Hope this information helps. 

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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