I have a CRM database with a table called Companies. These Companies have columns that are linked to different tables called Country and Sector. I would like to create a new table, a Market Matrix of sorts, that automatically rolls up the companies in Country A + Sector B, which would also include notes and different properties on the country/sector in question. What is the best way to accomplish this? Thank you in advance! I'm relatively new to this so any help most appreciated.
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CRM Set-Up and Auto-Population
+3Best answer by TheTimeSavingCo
Try:
1. Create a formula field that'll concatenate the "Country" and "Sector" fields together so that the output is "Country A - Sector B" or something
2. Create a new table and link it to "Companies"
3. In "Companies", click the field header of the field from step 1, thus selecting the entire column, and hit CMD / CTRL + C
4. In "Companies", click the field header of the linked field from step 2 and hit CMD / CTRL+V
5. In the new table from step 2, create the rollup fields that you want
And you can also make an automation to handle this for you automatically!
+31Try:
1. Create a formula field that'll concatenate the "Country" and "Sector" fields together so that the output is "Country A - Sector B" or something
2. Create a new table and link it to "Companies"
3. In "Companies", click the field header of the field from step 1, thus selecting the entire column, and hit CMD / CTRL + C
4. In "Companies", click the field header of the linked field from step 2 and hit CMD / CTRL+V
5. In the new table from step 2, create the rollup fields that you want
And you can also make an automation to handle this for you automatically!
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