Link Three Modules

Link Three Modules

I have three  modules that i want to link together.

I have Contacts
Brokers
and Broker Locations

Currently contacts are linked to a broker location which is associated to a broker parent (each broker can have multiple locations and each location multiple contacts).

My Sales team needs to be able to see broker contacts by location, and would like to also be able to see under the broker the list of all the broker contacts. - Ideally they will add the contact to the location and it will auto populate the contact under the broker module.

They may also add the contact to the broker module without associating them to a location immediately as they may not know the location and would add the contact to the location once identified.

I think i may need to use a custom function to populate a broker lookup field in the contact record based on the broker location lookup field.  Please let me know the best approach and help me execute.