Answered

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 

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  • Hello Jim,

    Thanks for your question!

    If you like to create a lookup relationship field please use the steps below:

    1. System Settings > Objects and Fields.
    2. Select the object you’ll be creating the field for.
    3. Select Object Fields from the Object Management menu.
    4. Click New Field.
    5. Choose Lookup Relationship Field and click Next.
    6. Complete the following fields
    7. Check the Hidden box if necessary. If you check Hidden, the field will not be visible to any users. Use this feature when you need to hide information that you don't want to delete.
    8. Click Save Custom Field.

    Please know a lookup field is a one-way link to another object. Hope that helps!

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  • 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

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  • 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 

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  • 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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