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I'm struggling with building out a CRM with minimal tables.&nbsp; I have three tables...Company, Contact, Opportunity.Company has a one-to-many relationship with both Contact and Opportunity.Contact has a one-to many relationship with Opportunity.With each Opportunity, there are multiple stakeholders.&nbsp; I'd like to add those stakeholders to the Opportunity record and in some cases it might be two and in other cases it might be five.&nbsp; I cannot figure out a way to add multiple contacts to the Opportunity.I don't know if it complicates it or not, but some of the contacts might be connect to different companies.&nbsp; Here's a rough illustration:
OPPTY NAME:&nbsp; Acme Mfg&nbsp;&nbsp;&nbsp;&nbsp; VALUE:&nbsp; $32,000&nbsp;&nbsp;&nbsp; EXP CLOSE: May 2021
ACCT MGR:&nbsp; Bob Smith
SOLUTIONS:&nbsp; 20 hrs consulting, 40 hrs development, 8 hrs training, compliance reporting
STAKEHOLDERS
==============================================================
contact&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; company&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; status&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; phone&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; email
--------------------------------------------------------------------------------------------
John Doe&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ABC Consulting&nbsp;&nbsp; partner&nbsp;&nbsp;&nbsp; 205-221-2210&nbsp; &nbsp;&nbsp; jdoe@abc.com
Jane Doe&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Acme&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; client&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 205-444-1310&nbsp;&nbsp;&nbsp; jadoe@acme.com
Bill Smith&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Acme&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; client&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 205-444-1311&nbsp;&nbsp;&nbsp;&nbsp; bsmith@acme.com
Joe Smith&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Acme&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; client&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 205-441-1312&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; jsmith@acme.com
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ken Hamm&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Deloitte&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; partner&nbsp;&nbsp; 800-877-1200&nbsp;&nbsp;&nbsp; khamm@deloitte.comIs this doable in QuickBase?&nbsp; Without adding multiple "Contact" tables?&nbsp; I just want to pull multiple contacts from multiple companies into a list associated with each opportunity.&nbsp; I want to keep all companies and contacts in a single place.------------------------------Michael Murphree------------------------------

markshnier__you · Answer

So this is a classic Many to Many Relationship.

An opportunity has many contacts but also one contact may be reused on many opportunities.

The way we do that is to have a middle table or a joint table called perhaps Opportunity Contacts.

One opportunity has many Opportunities Contacts.
One contact as many Opportunity Contacts

There will be a field to [Add Opportunity Contact] and you will put that on the Opportunity record and the Opportunity Record would also have the embedded report link field for [Opportunity contacts] with the opportunity contacts set on the form to display directly as an embedded report on the Opportunity record.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------

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