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Re: Show all interactions for a group of people (inside a company) into one company interaction field?

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Bjorn_Haugland
4 - Data Explorer
4 - Data Explorer

Hi.
Is there an opportunity where we can aggregate all interactions for all customers inside one company into one view? Our goal is to not having to browse each contact to see what has happened within that company.

1 Reply 1

How is your base set up? If you have an [Interactions] table where you log everyone’s interactions, you could easily just make a field for {Company}, and then create a View filter based on that field.

This is assuming you have a [People] table with a {Company} field in it.