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Customers and Contacts - linking to project

We have multiple Contacts for one Customer, and would like to links projects to a specific Contact in addition to the overall Customer. Is this possible? I dont see the contact field available in the properties sheet customizations.

For example, Jack and Jill work for ACME. I want to link Project A to Jack and Project B to Jill.

Thanks.

Christopher Knaus Answered

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This is one the areas where v6 UI really shines :-) 

There are a few ways you might want to do this but here's one which I tested.

  1. Create a custom Reference to Object field on Project Customer Link. It should reference Contact person. 

  2. Add the field (using Manage) in the Customer panel on the Project layout. 

  3. Also on the Customer page layout you can edit the Project panel to see the same 

  4. Choose the contact person. I don't think it will auto filter to be only the contacts from that particular customer, but it's not a bad start. 

 

Here's the end result:

1.png 2.png

David Goulden 0 votes
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bah! I see the page layout cropped the first image. Let's try again with a narrower bit:

 

1.png

David Goulden 0 votes
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Thanks - can you provide more specifics and detail about how to do step 1? 

  1. Create a custom Reference to Object field on Project Customer Link. It should reference Contact person. 
Christopher Knaus 0 votes
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I do not need this but kudos for a very nice run-though, David!

Peter Fjelsten 0 votes
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Is there any work around or add-on to have ONLY contacts from that particular customer available?

Kristin Rohrer 0 votes
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