In our CRM we defined some association labels (e.g. ‘Invoice’ | ‘Sales’) for the contact - company association.
A company can have some contacts with or without labels.
A contact can be associated with multiple companies with or without labels.
I managed to create a list based on contacts with related companies filtered by the label ‘Sales’. Now to the columns. I can show the primary associated company, but this is not always the company with the labeld relation.
Is there a way to show properties of the related company associated by the label?
Yes it is possible to habe one or more companies associated with one contact with this label. In that case I would like to have one or meore lines in the tist.
If I try it with a report (table style). I tried a report with company and contact objects, one with company as primary object, anothe with contact as primary object. I haven’t found the posibility to filter the association by the label. Or ist this possible?
Thanks
Hi @baernhardj ,
If I’ve understood you correctly you should be able to do this from the Contact records screen.
If you click to ‘Edit Columns’ on the Contact table, you’ll see that under ‘Associations’ there is an option for each of the associations that you have. If you add them as columns to the Contact records table the associated companies will show up there.
Hope this helps!
Hi @LouiseHare
Thanks for your answer. With your answer I get the company in the contact record list.
But in this list, I’m not able to filter all contacts in the way that I have only the contacts which are associated to a company with the selected label (or I did not find it).
My need is even more.
My contacts has the following properties: firstname, lastname, title, email, mobilephone (and more)
My companies has a name, street1, street2, postal code, city, country (and more).
At the end I need a list/report (to export) of all contacts associated to a company with the label ‘sales’ withe the columns firstname, lastname, title, email, mobilephone (of the contact) and the columns companyname, street1, street2, postal code, city, country (of the comapany).
If the contact has more than one association to a company, I need the properties from the associated company with that label, that has not to be the primary company.
I hope this explanation is understandable.
Thanks a lot
Hi @baernhardj ,
Thanks for the further information.
With that in mind I think the best thing for you to do is create a custom report with contacts and companies as data sources. In the custom report builder you can choose association labels to include in your report too.
You can read more about how it works here.
Thanks,
Thanks a lot, that was the missing piece.
Berst regards
Bernhard
