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Cross Object Relationship

I am hoping to get some advice. I have contacts that have left organizations and have brought their new organizations on as clients. I want to link them to their former organizations but things get messy. I would love to have a relationship that says "Is a former employee of" and then link with a relationship just like I can an organization to an organization. Any tips of how to handle this until the cross object relationship happens?

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  • Hello Angie,

    I suggest taking a look at our Custom Fields in which you can create a Lookup Relationship field. A lookup field is a one-way link to another object. Lookup Relationship also lets you link to events and tasks, which you can't do with Insightly default linking. 

    To add this field, you will need to create the field and add it to the Details tab of an object. Then, you will add the field to the related tab of the object it is being linked to.

    Hope this helps. 

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  • Thanks, Alejandro! I will play with this option and see if it works for us.

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  • Hello Angie,

    Sounds good. Thank you for your time. 

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  • Hi Alejandro,

     

    Thank you so much for this suggestion! This is working out great for us and we are now able to track in better detail how our clients are coming to us. I appreciate your help!

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