We've come across a bit of CRM customisation which I would appreciate any
advice you can give.
Basically what we are trying to achieve is to be able to log the interest in
applications our products could be used in against lead, opportunity and
account. The application interest doesn't need to be directly tied to
products but we do need the ability to record multiple applications against
each. An example of some of the applications is as follows:
Anatomy
Bacteriology
Biochemistry
Biological Vaccines
Biophysics
Blood bank
Botany
Calibration
This then needs to be searchable.
So far I've played with custom entities in the following way for achieving
this on the lead:
a.. Created an application entity which can represent an individual
application
b.. Created a lead-application entity (forms the linking entity)
c.. Created a many to one relationship on the lead-application entity to
lead
d.. Created a many to one relationship on the lead-application entity to
application
The downside to this seems to be that the application entity gets an
unwanted lead-application section.
Is this the right way to about this or has somebody else done something
similar they can share with me?
All input greatly appreciated.
Steve