Input on best approach
Background: I want to create a CRM that flows well between the tables Companies, Contacts, Opportunities, and Activities. When for example a new opportunity is created, I'd like to choose the asso...
Forum Discussion
Chris,
I think that you are missing out on seeing a many to many relationship which gives you t do not have feel that you need to sacrifice anything to get something else.
Here is my suggestion.
One Company has many Contacts
One Company has many Opportunities.
One Opportunity has Many Opportunity Contacts
One Contact has Many Opportunity Contacts.
So it's like this with a middle table so you can select which Contact to assign to that particular Opportunity. The join record is called an Opportunity Contact and often these join tables may not have any other field other than their lookup fields from their parents.
Company < Opportunities < Opportunity Contacts > Contacts
The dropdown for selecting a contact for an "Opportunity Contact" would be a Conditional Drop Down (CDD) so that it only offers up contacts for the same Related Company as the opportunity is connected to.
I think that you are missing out on seeing a many to many relationship which gives you t do not have feel that you need to sacrifice anything to get something else.
Here is my suggestion.
One Company has many Contacts
One Company has many Opportunities.
One Opportunity has Many Opportunity Contacts
One Contact has Many Opportunity Contacts.
So it's like this with a middle table so you can select which Contact to assign to that particular Opportunity. The join record is called an Opportunity Contact and often these join tables may not have any other field other than their lookup fields from their parents.
Company < Opportunities < Opportunity Contacts > Contacts
The dropdown for selecting a contact for an "Opportunity Contact" would be a Conditional Drop Down (CDD) so that it only offers up contacts for the same Related Company as the opportunity is connected to.
... also in the diagram above we need to add
Company < Contacts.
Company < Contacts.