I apologize if this is painfully obvious (which I guess it’s not or I wouldn’t be asking, I hope):
I’m trying to set up a CRM TBX document and I want to have Contacts separate from Organizations. I want to be able to make $ContactPerson a Key Attribute for the Organization prototype. I then want to be able to enter in the name of a Contact and have it link to the Contact note.
I can do this super easy in the $Text using the relatively new Quick Link feature, but I want to make it part of the Key Attributes.
Am I looking at an agent action of some kind? Should I be using RegEx to match the $ContactPerson with the $Name of a Contact note?
Other ideas welcome! Thanks!