I have created a custom Association adding a Parent Marketing Agency to a Company.
I want to be able to filter a view to show all the Companies that are associated to the Parent Agency. How is this done please?
Hi @huntg,
This would be most easily achieved through a company-based list: Create segments
Add a list filter and use this dropdown to select your custom object:
You can now specify which filter criteria the associated custom object record must meet for the company to show up in the list. If you want to see all companies that are associated to any custom object record, simply filter for “Record ID is known”, for example.
Best regards
Perfect! Thank you.