It will be important in my app to have two or three fields that, together, describe what industry and sub-sector each account operates in. I will be using a taxonomy that my firm has developed over time. For example, a given account might be designated as:
Sector: Health care
Sub: Devices
Sub-Sub: Cardiac
I know I can do this with Pick Lists and mapping dependent fields. The issue is that the lists are going to get very long and may evolve over time. I may have twenty sectors, and numerous subsectors for each. It seems to me like it will be inefficient to squeeze such long lists into Pick List custom field definitions.
It would be easier and more visual if I could have a separate data table, somewhere, with a column for each sector and entries for each sub-sector underneath. Then when I create Accounts, my Pick Lists could refer to this table. This just seems better than the regular Pick List approach. Ideally, I would add a "Tab" to CRM with this data table, but I don't think that's possible.
Any ideas? I was thinking that it would be good to use a Zoho sheet to create such a data table, and then my Pick Lists would refer to the sheet.