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MOvs
Member

Display Tickets in Deal view

SOLVE

Hello

Is it possible somehow to display the tickets associated with the Company or Contact at the Deal card.

I see that it is possible to create a new association Deal-Ticket but I don't want to do like this, because in fact the exact ticket can not   relay to the exact deal. Also it's difficult to manage this association in my case.  I just want to see if there was a communication with the Company (by means of Tickets) directly at the Deal card without opening Company or Contact card.

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JaschaKampz
Solution
Member

Display Tickets in Deal view

SOLVE

Hey,

there must be a direct link between the ticket and the deal so that the ticket can be displayed in the deal.
The only alternative I can think of is that you could create a view based on Company and then display the associated deals and tickets.

 

Bildschirmfoto 2025-02-07 um 16.12.56.png

 

In this case, the ticket does not have to be directly linked to the deal. It's not what you specifically wanted - but I don't have a better idea right now...
You could add the information in the deal whether a ticket exists. But that's also a bit tricky.

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JaschaKampz
Solution
Member

Display Tickets in Deal view

SOLVE

Hey,

there must be a direct link between the ticket and the deal so that the ticket can be displayed in the deal.
The only alternative I can think of is that you could create a view based on Company and then display the associated deals and tickets.

 

Bildschirmfoto 2025-02-07 um 16.12.56.png

 

In this case, the ticket does not have to be directly linked to the deal. It's not what you specifically wanted - but I don't have a better idea right now...
You could add the information in the deal whether a ticket exists. But that's also a bit tricky.