hey guys! I have a user question! In the
hey guys! I have a user question! In the CRM I want to associate certain properties to a Person, but only a few people have this properties, which usually are metadata that extends their profile, like experience, score in certain tasks, or things alike. I will like to extend the Person, but also I will like to access this metadata in other views if needed (like opportunities or an internal object we have that is cohorts). Do you have any similar case on this? or best practices to implement?
2 Replies
Initially we though on adding more properties to People, but that will create overhead for other pipelines that the properties are not used
Honestly, I think the approach you've described is the best as creating separate type of record just to extend properties of existing one isn't a good idea since every record has obligatory name (and I'm not 100% sure if you want to extend records of other types as well which is impossible for now), you can get metadata in other views if you get all properties of linked record