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Mar 02, 2020 03:02 AM
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.
Mar 02, 2020 09:28 AM
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.