Best way to create custom fields that can be used across multiple modules
Video outlining problem: https://www.loom.com/share/0ac2f009f5b5426a9521fa3e439adfd7
I need to
store multiple custom fields including currency fields, percentage fields and
text fields related to an Account record. Field examples below:
- Deposit
USD (currency field)
- Baseline
GP GBP (currency field)
- Baseline
GP % (percentage field)
- Target
Revenue (pick list field)
- Referred
by (single line text field)
I want to
be able to display this information across other modules:
- Contacts
Module
- I want to
be able to view all custom fields in the contacts module when viewing a contact
related to account
- I want to
be able to edit the custom field i.e. Deposit USD in the contacts record and
have the update appear in the accounts record
- Deal
Module
- When I
create a deal I want all custom fields to be copied across into the deal record
- Invoices
Module
- When I
create an invoice I want all custom fields to be copied across into the deal record
What is the most efficient way to make this happen?