Hello eveyone…took me forever to find this post again ![]()
I think this is my new favorite tool after reports…
so my favorite uses are:
For companies:
- Total anual revenue in a report
: this is a quick view of the amount of $ this client represents in a year
- Unpaid invoices
> this is a great warning to see which client is owing you money
- Associated companies (for economic groups and their child companies)
- Associated contact with labels by buying role > Identify the decision makers at a glance specially when you have a lot of contacts associated to a company.
I’ll come back with more for the other objects ![]()

