Creating Group Head - Family Member relationship structure for insurance business

Hi,

I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele.

In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients are stored like this

Family Group - Mr. ABC (Group) [with unique Group Code AB01]

Family Members - 1. Mr. ABC (Group Head) [with Group Code AB01]

2. Mrs. DEF (Wife of Group Head) [with Group Code AB01]

3. Ms. XYZ (Child 1) [with Group Code AB01]

Every Group is given a unique group code . e.g. for above case, group code - AB01

Two achieve this in Zoho CRM, I have created two custom modules - Groups & Family Members and other custom fields for storing their personal , contact & other information.

In custom module "Groups", the record will be created as -

AB01 ABC ........& other info

In custom module "Family Members", the record will be created as -

AB01 ABC ........& other info

AB01 DEF........... & other info

AB01 XYZ........... & other info

Is this the right way to go about it ? How do i achieve this linking & relationship between two modules through a Group Code ? If my user is in "Groups" module, if the record is clicked and opened, it should also show its family members in the info. How do I achieve this using lookup fields, multi-look field & related lists ? Need some inputs and thoughts from community.

Thanks,

Tushar Arya

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several