Question

connecting different contact to one contact

  • 8 July 2021
  • 1 reply
  • 131 views

I want to have one contact that I can attach other contact to. Primary contact has an attorney a builder and a cpa. I want to look at the primary contact and see whoever else is part of his circle.


1 reply

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Hi @Abullgator. Connect fields would be the best way to set this up. See the below guide.

https://support.copper.com/hc/en-us/articles/360001739248-Setting-up-Connect-Fields-Lookup-Fields-

 

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