Add Existing Contacts to a Custom Entity or to an Account

Hello.

I have created a custom entity "Entity A" with a 1 to many referential
relationship to Contacts.

How can I attach more than 1 Existing Contact to an "Entity A"?

It seems obvious that I can create several New Contacts and attach them,
but I want to attach Existing Contacts from within the "Entity A" form.

Accounts seem to behave the same way. It is easy to attach only 1
Existing Contact as the Primary Contact of an Account (through a contact
lookup field); otherwise I can only create New Contacts.

How can we attach several existing contacts to an "Entity A"?

Thanks!
Sarah

chadbuserncsicc
Tue Jun 13 18:12:01 CDT 2006

Sounds like you are looking for one of the contacts to be primary and to
"re-parent" the rest of/exisiting contacts?

By using the 'Parent Customer' lookup field on the contact form you can
attach them to your new Entity.



"Sarah123456" wrote:

> Hello.
>
> I have created a custom entity "Entity A" with a 1 to many referential
> relationship to Contacts.
>
> How can I attach more than 1 Existing Contact to an "Entity A"?
>
> It seems obvious that I can create several New Contacts and attach them,
> but I want to attach Existing Contacts from within the "Entity A" form.
>
> Accounts seem to behave the same way. It is easy to attach only 1
> Existing Contact as the Primary Contact of an Account (through a contact
> lookup field); otherwise I can only create New Contacts.
>
> How can we attach several existing contacts to an "Entity A"?
>
> Thanks!
> Sarah
>
>
>