Call us on : 1-305-260-6455
Placeholder

Customer Forum

How do are married couples generally linked?

External Posted: 2014-07-06 19:24

In my business I work with married couples.  I'd like to be able to search either spouse and read notes, activities, etc. that deal with interactions with either spouse.  Any suggestions on how to best set up?   When I enter in the info for one spouse, I'd like to have the fields linked so the remaining information auto-populates.

Workbooks Support Posted: Wed, 09.07.2014 - 16:19

Hi,

I'm not sure which information you'd like to auto-populate but I'd recommend that you create a Dynamic Linked Item or DLI as it is better known with field mappings and some custom fields on your Person record. You can then select a Person's spouse by selecting them in the DLI field. When you select them, information such as their address can be pulled through. More information on DLI's can be found here on our knowledge base.

In terms of relating records to more than one Person, this can be done using People tab and selecting the "Partner of" relationship.

I hope that helps.

Thanks,

Workbooks Support.