Companies have people, how do I make one person the primary person for that company?

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1

I have lots of companies and people, a person can be related to one company but a company can have multiple people, I would like to make one of the people related to a company the primary contact, any suggestions of the best way to do that?

2

Hey @WillB , great question!

Usually this would mean adding a new field to your company table named something like “Primary Contact” and this would be a one-to-one linked field to the Person table.

I.e. one person can be the primary contact of a company, and a company can have exactly one primary contact

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3

If I now want to show a list of contacts under the Company and show which one is the primary contact how would you suggest I do that?

4
  1. On the company page
  2. add a “Collection”
  3. set the list type to “User”
  4. Set a “Relative Filter” to the Company’s users
  5. You could then setup Record Colors or something similar to highlight the one that’s the primary contact (based on a condition)