Re: Welcome to the Community - introduce yourself!
Nov 9, 2017 3:29 PM
My name is Coby. I with my family run a worldwide executive transportation company. Starting to use the free CRM version. Understand creating companies and contacts as well as creating custom properties.
My scenario is this: I have passengers, who are supported by Executive Assistants or Travel/Destination Management Reps. These EAs and Reps do most of the booking of cars for these passengers.
Thought to create contacts for ALL. Question I have is, can the contacts be tied to each other. What I wish to see and label is a property called "Supported by" and "Support to". Then I hope, when creating a contact, to be able to drop down under each these properties and choosing from the contacts I have created. I will have EA contacts supporting multiple contacts, so I wish to be able to pick multiple contacts from these dropdowns. FYI, I did create 2 custom properties....1 which is labeled "Role" with multiple checkboxes being able to be chosen with options: Passengers, EAs and Travel/DMC Rep.