Multi-Select Lookup Fields

The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM.

This field is available for Enterprise and above editions.

For instance, consider the example an insurance company.

• A single policy may be held by many policy holders.
  
• Similarly, a single policy holder may hold many policies.
  

If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows only a one-to-many relationship.

In this case, you can use a Multi-select lookup field from the New Fields tray in the Layout Editor. This will let you associate multiple records from two modules to each other, thus establishing a many-to-many relationship in CRM.

To learn more about many-to-many relationship and creating a multi-select lookup field, click here.