Customiseable links

Hi all

I'm looking to be able to customise the existing link options to include such as "predecessor/successor to" (contact-contact) and "used to work at" (contact-organisation) etc. to build up a more comprehensive network for newer members of staff - doable, yay or nay?

Cheers

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Comments

4 comments
  • Hi Thom:

    You can create custom relationships when connecting Contacts to Contacts and Organizations to Organizations. This isn't available for a Contact to Organization link but maybe someone in the Community has found a way to do this and can share.

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  • I simply updated the title from "Marketing Manager" to "Former Marketing Manager" and then used the Description field to include "(12/15/15 was last day)". I like your idea of creating the "predecessor/successor to" (contact-contact) relationship. You could also consider creating either a tag "former-employee" or a custom field.

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  • Nice suggestions so far. I do it as @Michael.

    A final implementation should add 2 date fields to each object relation ("Link") in insightly, to show if it is still active or over and for how long the relation lasted. This could then be used for counting and filtering in a report.

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  • We're looking for contact<->organization customizable links. We buy commercial properties and we want to model 'owns building' <-> 'building owned by' and 'broker for' <-> 'being brokered by.' In the meanwhile we're trying setting up properties as 'contacts' with custom fields.

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