Hi,

I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. 

In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients are stored like this 

Family Group - Mr. ABC (Group) [with unique Group Code AB01]    

Family Members - 1. Mr. ABC (Group Head) [with Group Code AB01] 

                               2. Mrs. DEF (Wife of Group Head) [with Group Code AB01] 

                               3. Ms. XYZ (Child 1) [with Group Code AB01]

Every Group is given a unique group code . e.g. for above case, group code - AB01

Two achieve this in Zoho CRM, I have created two custom modules - Groups & Family Members and other custom fields for storing their personal , contact & other information.

In custom module "Groups", the record will be created as  -

AB01     ABC ........& other info

Is this the right way to go about it ? How do i achieve this linking & relationship between two modules through a Group Code ? If my user is in "Groups" module, if the record is clicked and opened, it should also show its family members in the info. How do I achieve this using lookup fields, multi-look field & related lists ? Need some inputs and thoughts from community. 

Thanks,

Tushar Arya