Custom fields in relations

13 votes

I can create a custom field in any module. Fine. But if I want to create a custom field representing a role contact has on a project - that's not possible. I can't place the custom field on a contact because the value is different for every project.

We need to place the custom field on a relation.

Under consideration Suggested by: Jan Lalinský (29 Oct, '18) • Upvoted: 22 Jun • Comments: 1

Comments: 1

03 Mar, '22
Oliver H.
I've used another CRM with a similar function. Contact records can exist in a many-to-many relationship with other Contact records with a user-defined list of relationships in a lookup (dropdown) table. For example:

Susie Q has three relationships:
1. Susie Q was a student of John H
2. Susie Q works for Albert T
3. Susie Q referred Chauncy R

These relationships appear in the other Contact records:
John H taught Susie Q
Albert T employs Susie Q
Chauncy R was referred by Susie Q

As eWay-CRM is currently structured, the best approach for this functionality is to utilize another Table (i.e. Module) as the Junction between a Contact and another Contact. I can, for example, create a Journal for John H of Type "Relation" and name it "Contacts John H has taught." I can then link as many contacts to this Journal as I like. This is less elegant.