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Creating a CRM - Flagging the primary contact at an organization

  • January 21, 2021
  • 1 reply
  • 17 views

Adam_White
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Hi there,

I’m building a sort of Vendor Management system for my business – it’s not too different from a CRM.

I have my Contact and Company tables all linked up and ready to go, but I’m trying to see if there is a best practice for linking a specific contact as the main contact for an organization (or the primary contact).

I’ve thought of a few ways to do this, but wonder how anyone else has done it. I don’t really want to create a linking table with roles which seems overkill. I am thinking the best answer is a second link to the contacts for primary contact which only allows a single link.

Thanks for any suggestions!

1 reply

ScottWorld
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  • Genius
  • January 21, 2021

Welcome to the community, @Adam_White!

Yes, both of your options were the 2 different options that I came up with in my head, so I would go with your 2nd option.