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WVelazquez
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Member since ‎Mar 3, 2022
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Wilson Velazquez

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WVelazquez on March 21, 2022
Hello everyone! I need to run a report showing the specific information for accounts assigned to an employee. This report needs to have the company name, city, and state. No problem! The problem is that they'd like this report to include the la read more
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Member
March 21, 2022
Karsten, You are correct, it is an activity, not a property, hence the dilemma. I will try your suggestion! Thank you SO MUCH! WVelazquez
Solved
WVelazquez on March 21, 2022
Hello everyone! I need to run a report showing the specific information for accounts assigned to an employee. This report needs to have the company name, city, and state. No problem! The problem is that they'd like this report to include the la read more
0 upvote
2 Replies
Member
March 21, 2022
Karsten, You are correct, it is an activity, not a property, hence the dilemma. I will try your suggestion! Thank you SO MUCH! WVelazquez
Solved
WVelazquez on March 14, 2022
Hello! Scenario: I have 7 contacts in one Company record. I've identified who my PRIMARY CONTACT at the company is. How do I make this person appear first in the list of contacts for said company?
Recognized Expert | Platinum Partner
March 14, 2022
Hi @WVelazquez , At this time there is not a way to organize how associated contacts appear on a record. H ere's a post on the ideas forum tha...read more
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