microsoft.public.crm :: entity relationship question


	entity relationship question hey all ive created a custom entity called 'Example', 'Example' can have multiple Contacts when i go to the 'Example' entity i see the Contacts sub list which is all good, but i dont see an option/search option to select an existing Contact to add to the 'Example' entity. is this possible? eg: Example - Contact 1 - Contact 2 - Contact 3 (i want to add Contact 3, but it already exists, how do i add it to example sublist without creating the same contact?) cheers On May 14, 4:39 pm, devnull <devn@discussions.microsoft.com> wrote: - Hide quoted text - > hey all > ive created a custom entity called 'Example', 'Example' can have multiple > Contacts when i go to the 'Example' entity i see the Contacts sub list which > is all good, but i dont see an option/search option to select an existing > Contact to add to the 'Example' entity. > is this possible? > eg: > Example > - Contact 1 > - Contact 2 > - Contact 3 (i want to add Contact 3, but it already exists, how do i add it > to example sublist without creating the same contact?) > cheers When you create a relationship between 'Example' and 'Contact' where the Example is the primary entity, there is a new lookup attribute/ field created in Contact entity. Typically, this lookup is to be added to the Contact Form, so particular contact can be linked to the Example entity. To add new/existing contact under the Example entity, do it via Contact screen. Open the Contact form, then select Example record via the lookup field. -----------------------------------------------Reply----------------------------------------------- yes but if a user is in 'Example' they need to switch back to crm main window, go into contacts, search, open the record, search for an 'Example', select an example and click 'add' 7 steps. while if the user is in 'Example' they go into the sub area (Contacts), do a quick find, select and add 4 steps max. is there anyway to do this without creating custom aspx pages? - Hide quoted text - "volvere" wrote: > On May 14, 4:39 pm, devnull <devn@discussions.microsoft.com> wrote: > > hey all > > ive created a custom entity called 'Example', 'Example' can have multiple > > Contacts when i go to the 'Example' entity i see the Contacts sub list which > > is all good, but i dont see an option/search option to select an existing > > Contact to add to the 'Example' entity. > > is this possible? > > eg: > > Example > > - Contact 1 > > - Contact 2 > > - Contact 3 (i want to add Contact 3, but it already exists, how do i add it > > to example sublist without creating the same contact?) > > cheers > When you create a relationship between 'Example' and 'Contact' where > the Example is the primary entity, there is a new lookup attribute/ > field created in Contact entity. Typically, this lookup is to be added > to the Contact Form, so particular contact can be linked to the > Example entity. To add new/existing contact under the Example entity, > do it via Contact screen. Open the Contact form, then select Example > record via the lookup field.