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Create Multi-Relationship Field

Unlike Lookup fields, multi-relationship fields allow you to associate a field with many objects.

For example, a task can be associated with a contact or prospect. In this case, instead of creating two search fields (one for the contact object and another for the main object), the multi-relationship fields allow you to create a single field that can be associated with multiple objects.

 
To create a multi-relationship field:
  1. Log in to Cirrus Shield with your administrator profile. Click on your name and select Setup.
  2. Go to the Object tab, then click Details (next to Task).
  3. Click on the Custom Fields (On the top left).
  4. Click New. Select the Multi-relationship field type, and then click Next.
  5. Insert all the details by 
    • Fill in the name of the field (Ex: Main Contact)
    • Choosing whether the field is required or not.
  6. Start associating the field with the objects of your choice (In this case, Contact and Prospect).
  7. Click Save.

Now, create a new task in your CRM

https://help.cirrus-shield.com/wp-content/uploads/2019/03/tache-1-828x484.pnghttps://help.cirrus-shield.com/wp-content/uploads/2019/03/tache-2-1251x516.png

Data Import :

If you want to import a task file into your CRM and a task is associated to an email that is both a lead and a contact in your CRM (ex: sophie.gendillou@cirrus-shield.com exists as Lead and as Contact).

In this case, Cirrus Shield will take the first object you chose when creating the Multi-relationship field. In our case, the task will be associated with the contact and not with the lead.

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