Group Contacts by Association Label on the Overview Tab
I like that you can look at a contact's card on the right side of a deal and see the list of their association labels on it. Somewhere on the deal page, I would like to see association labels with lists of contacts that fall under them too.
I think having charts that automatically group contacts by association label on the new Overview tab would be a good place.
This way, you can look at a person's name and see what roles they fill or you can look at a role and see the list of people who fill it.
Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize the Middle Column of records knowledge base article.
Hi LY, we added a card called Association Label List that lets you do exactly that. You can add it by following the instructions in the Customize the Middle Column of records knowledge base article.
It looks like this:
It that what you were asking for?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.