Creating a CRM - Flagging the primary contact at an organization

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4 - Data Explorer
4 - Data Explorer

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 1

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.