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Can't add Companies to the Related Section for People records?

  • 10 September 2022
  • 3 replies
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Is there any reason the Companies shouldn’t be listed in the Related Section for People?  or At minimum the option to add Companies to the related section for People.  Currently, for Companies if I want to create, view, edit, add, drill down into, etc. I have to drill down into the People record to do so.  I can see companies related to Opportunities 

 

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Best answer by Jaco Koppelaar 11 September 2022, 08:00

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Userlevel 2
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Hi @Hivelocity-Lee

As there is a hierarchy between People and Company (a person belongs to one company) there is no need to go Related first. You can just click on the Company Name in the People view to open the Company details. 

And if you need to connect more companies to 1 person, you can create Custom fields of the type Connected to define other relations. 

 

Userlevel 6
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@Hivelocity-Lee, looks like @Jaco Koppelaar has provided an answer to your question. Thanks Jaco!

I’ll go ahead and mark Jaco’s reply as Best Answer. Let us know if you have any further questions!

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