If you want to explain the relationship, use Connect Fields, as these let you customize the field label.Do you want to customize the relationship between two fields? In other words, is it enough to say that a person is related to a company, or would you like to include a field name that explains the relationship?.There are two ways to establish a relationship between records in Copper, so it's important to ask yourself a few questions to determine which field type is best for you: We do not currently have field validations, 3rd party integrations, import, lead conversion, bulk-edit, merge, or global search for connect fields.Ĭonnect fields cannot be added to a list view as a columnĪ connect field can have up to 30 connections Define your Workflow We don't list the relationship from the lead to the user because there is no user record for it to show up on. The result of creating this connect field would look like this:Īs you can see, only the relationship from the user to the lead is listed. That means it will only show up on the profile of the record the user is connected to: Note that a company user doesn't have a record profile, so this is a uni-directional field. On the person record for Carrie Sams, we can see she is managed by Ada Lee and does not manage anyone herself:īeyond connecting two records together, you can connect a record and a user. Here we can see that person record Ada Lee is managed by Alex Gordon, and she manages Carrie Sams, Laura Rivero, and Sam Campbell: Once you've created a connect field, both sides of the relationship will be shown on a record. You can relate two of the same record type: You might choose to connect two different records: In other words, you can create connect fields for leads, people, companies, opportunities and projects. In this module, we'll tackle the following:įilter by Connect Fields Understand Connect FieldsĬonnect fields can appear on every record except tasks. Using Connect fields can help you save time keeping track of relationships since it only requires one data entry. Other common examples for connect fields include keeping track of referrals, parent and child companies, multiple opportunity owners, investors, and more. If you need to go beyond using the 'Related' section of a record profile to define why these records are related, or if you need to create a 1:many relationship between records, connect fields are here for you.įor example, you can use connect fields to indicate the relationship between a manager and his/her direct reports. The Connect Fields feature allows you to create a custom relationship between a single record and multiple other records.
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