Column with association labels

Smart CRM & Sales Hub CRM
1

Is there a way to show a report/list/view where each contact associated to the object shows the association label? Like so…

Committee member Associated label

John Smith Member

Carol Andrews For information

I have created a custom object ‘Committees’ each with committee contacts (members), each with a different level of membership to the committee - as indicated by the Association Label. I require exports of the committee members with their level of membership.

2

Hey @SCuff

Here are the steps you can try:

  1. Navigate to Reporting & Data > Reports.
  2. Click Create report. In the left panel, select Custom report builder.
  3. Click the Primary data source dropdown menu and select your custom object ‘committees’. Then, choose ‘Contacts’ as a secondary source.
  4. At the top of the data source editor, click Choose association labels.
  5. In the dropdown menu, select the labels that indicate membership levels to include in the report. Then, click Next.
  6. Configure your report to display the necessary fields, including the association labels as columns in the report.
  7. Once your report setup is complete, you can export the data as needed.

To know how to create this report kindly go through this article here: Create and use association labels

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If you found our post helpful in resolving your query kindly mark it as an accepted solution!

3

I understand this can be done for reports, but what about in association label table cards and in lists?

Can we add columns with the association label there?

Thanks.