Tips, Tricks & Best Practices

TChappell5
Participant

Custom object association

SOLVE

We have a custom object called "Campus" which is associated with Companies.  I am trying to setup a Contact view tab and have a column that shows the Company for the Contact as well as the Campus that is Asscoiated with the Company they are at.  I do not have any associations setup between Contact and Campus and not sure how or if I need to do that for this?  How can I show what Campus a Contact is at based on the Company? Thanks!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom object association

SOLVE

Hi @TChappell5,

 

As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company property values), not two levels.

 

You would have to establish the association between the contact and the campus. There are different ways this could be achieved but it's hard to say which is the simplest one without having more context. Here are some options:

To assess which makes most sense, you would have to share more context about when the "Campus" record is created, how, why the company gets associated but not the company's contacts etc.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom object association

SOLVE

Hi @TChappell5,

 

As far as I know, you can only display one level of association (e.g. companies associated to contacts and the company property values), not two levels.

 

You would have to establish the association between the contact and the campus. There are different ways this could be achieved but it's hard to say which is the simplest one without having more context. Here are some options:

To assess which makes most sense, you would have to share more context about when the "Campus" record is created, how, why the company gets associated but not the company's contacts etc.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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