Halp! Brain no understand associations
Hey fellas and fellers. I'm relatively new to GHL and want to configure myself some Custom Objects and Associations. I have a dental clinic and want to keep a record of a customer's quote requests for the different services we provide, such as: Quote for Dental Procedure, Quote for Dental X-Ray, Quote for a kiss on the cheek, etc. The relation would be many to many, associated with the contact. I created the custom object for "Quotes" to have the primary field of "Quote Form Name" so that I can determine what type of quote the customer requested and have statistical data on the amount each customer quotes and what he quotes. Now, the issue I'm having is that I see no method of automatically mapping the quote name (form name) to the custom object's primary field, and also, that field should be hidden but it's required so I can't hide it. I have a separate quote form for each service because different data collect. Does anyone have a suggestion on how to correctly configure the custom fields, associations, or any other field & process in order for the form name to be mapped automatically to the primary data field of my custom object? TL;DR: See question above. Also have a puppy, you deserve it for reading.