I create standard table views in order to provide specific departments at my organization with the most critical information. I am curious if I am able to add contacts with specific Contact Association Labels to a table in a row with their associated deal or company.
I would like to be able to have a list of Companies or deals, some key demographic data points and then specific points of contact. For Example I have created a “Billing Point of Contact” Association Label.
I would like to include this contact in a table view for my finance team. Right now, I can only include all associated contacts. Am I missing something? Or is this a feature request?
It would be VERY HELPFUL! I know you are able to create buying roles and do something similar in Target Accounts, but would prefer to do this on Deals and be able to organize associated contacts vs. just showing all the associations.
Until then, there are two workarounds. With a Professional subscription, you can create custom table reports, mimicking the contact index page. When you create a custom report, in the top left corner, you can specify associations and pre-filter your report:
Alternatively, using company-based workflows, you could populate a contact property from an association label by setting a contact property value. It’s a bit redundant but would work.
Let me know if you need assistance with these approaches.
Hello!
Thank you for your response. I am attempting to mimic the contact index
page as you suggested, but I do not see any where to specify the
association label as a filter or as a property to include in the report. I
only see “associated deals/companies” on a contact based report and the
following on a deal based report.
[image: Screen Shot 2022-09-07 at 10.29.40 AM.png]
How would I go about specifying specific contact associations in a report?
Thanks,
Zac
Thanks for the reply. I am looking in both the list builder and custom report builder but do not see a place to filter by association labels or to differentiate between ‘primary’ association vs. ‘any’ association > ‘with label’ in the filters.
I have set up association labels between contacts and companies. What am I missing?
Ok I now see the ‘customize associations’ tab in the upper left. Once I select this and select the association label I am looking for will it automatically act as a filter and include only contacts/companies with that association label?
