Create lookup from Organization to Client
Hi,
I'm looking to segment organizations by business type (i.e. food, beverage, travel, hospitality) and have created a custom field "Organization Type" in the organization record.
Would like to create a lookup in the contact record that shows content of this field. Seems pretty basic but can't seem to find a way to do this.
If anyone's done this successfully please let me know.
Thanks,
Jim
Comments
Hello Jim,
Thanks for your question!
If you like to create a lookup relationship field please use the steps below:
Please know a lookup field is a one-way link to another object. Hope that helps!
Hi, thanks for this info.
I've created a new custom field in contacts relating back to a field in the linked organization record. The new contact field appears on the record but doesn't pull info from the original linked organization record. It's just blank.
Can a custom lookup field pull from a custom field on a different object type?
Jim
To clarify, here's what I'm looking to do.
Segment leads and organizations by business type so marketing can be customized to their particular industry. For example, if an organization type is "Automotive", I can export all contacts linked to organizations of this type for a mailing, or sync with MailChimp.
This seems pretty basic but I can't find a way to link this info between organization and contact records. Perhaps you can recommend another way to accomplish this?
Thanks for your help,
Jim
Hello Jim,
To help clarify a lookup relationship field connects an object to another object. This allows users to create a one-way relationship to another record in the object type of their choice.
This is different from linking - when you link a record to another record it creates a connection between both and appears in each of their related tabs.
Based on your example I recommend using the "Linking Records" option instead. By linking records in Insightly, you can get a 360-degree view of a record's connections and easily move between them. Links can be viewed in the Related subtab on every record.
Hope that helps!
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