We as an organisation are in the education segment where we coordinate with Parents and Students and have to store their contact info, but also keep track of which student is related to which parent.
We cannot save each parent as a company to be able to link a "student/contact" to said parent. Is there a way to interlink contacts? I am on a 15 day trial and trying to do this with Studio, please let me know if this is possible and how these fields can show in every "add contact form" that pops up. Similarly I was considering adding a contact category, like student, parent, school teacher, etc. Can that also be made a field that shows up in all forms? I added it, however it does not display in forms.
Ideally if instead of just individual and company, more contact categories cna be added, it would work out well.
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Yes is possible using studio
Create a new many2many field with relational model 'Contacts' you could choose to set the widget to be relational table (one2many)
Contract category would be a selection field
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Hello,
Yes it's possible but you need to add some custom field or add some methods based on your workflow requirements.
Thanks.