Add 2 additional contacts with their own information from a new module to deals
Every single customer we have (accounts) has their own contact just as is typical within CRM.
We are a shipping freight company. We truck deliver freight. The shipments (deals) are facilitated by the brokers that the broker pays us for. So the broker is our customer. The shipper and receiver are not our customers, but they are part of the deal. But we don't want a stockpile of contact data that belongs to the broker in our contacts.
So, each deal record needs to have 2 additonal contact records that each have their own information
1.
Shipper Name
Street Address
City, State, Zip
Phone number
Notes
2.
Consignee Name
Street Address
City, State, Zip
Phone number
Notes
From what I can understand, we would create a new module.
This would have all of the shippers and consingee in it.
So we need every time we create a deal, for required infomration to be a shipp[er and a consingee and for the records of each of those to go into that module.
Can someone please show me how to do this?!?!?