Create default associations properties for each object to see when & what the association is
Currently there is no property to see the name of an association as well as the time/date they became associated. Users may contact Support to find out the time/date of an association. As well, users can only see the current associations and not a history of associations. Again, users may contact Support to find out this info.
I suggest creating read-only properties:
- Associated Contacts (as a company property and as a deal property)
- Associated Companies (as a contatc property and as a deal property)
- Associated Deals (as a contact proeprty and as a company property)
This way users can see in the app which objects are associated with other objects, when they became associated, and a history of any historical associations.
To be clear, there are already properties that are 'number field type' that tell us how many associations there are. I am suggesting to actually name & link to (if still existing) the object as a value in the property. Or at the least, the ID of the object...something that tells users which specific record(s) are currently and historically associated.
This would be helpful, if "associated date" was a property we could report on. I would love to be able to report on when an association happened. I use a custom object for referal partners so the date of the company being associated to it is a date we need to track and report on. Right now we have to track it manually in a Note. And then gather all that info quarterly to email the partners about who was referred to and from them. ick.
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