Hi there.
I have one very simple core functionality requirement from Zoho CRM. I am trying to test it out to see if it is possible and I have failed so far.
I need to associated contacts with accounts (or happy to create a custom module if needed) on a many-to-many basis.
Imagine "accounts" as projects... we have multiple contacts (individuals) on some accounts/projects and some contacts (individuals) have more than one account/project.
However, we want to be able to view email associated with an account/project on that account/project record (which might be email from any of the associated contacts).
So far I have managed:
1. To have multiple contacts associated to one account, and see all their email on the account.
2. To have multiple contacts associoated to one account, and multiple accounts on one contact (via multi select lookup) but NO email visible on the account from associated contacts.
Is there a way to get both the N:N many-to-many relationship between contacts and accounts (or a custom module) AND have all the associated contact emails visible on the account record?
Thanks!