Help

How to add a sales rep to my contacts page using the lookup function pointing to my interactions tab?

Solved
Jump to Solution
736 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Chris_Cena
4 - Data Explorer
4 - Data Explorer

I have a contacts tab with all of my customers and their contact information. I’d like to add a ‘sales rep’ column. The sales rep information is on my second tab, interactions. Every time my sales rep enters an interaction for one of my customers multiple times, their name shows up multiple times on the contacts tab for that customer. I just want the sales reps name to show up once. I’ve attached an image to help illustrate what I’m talking about. Any help would be appreciated.

image

1 Solution

Accepted Solutions
ScottWorld
18 - Pluto
18 - Pluto

Try changing the lookup field to a rollup field with the formula ARRAYUNIQUE(values) and see if that works.

See Solution in Thread

2 Replies 2
ScottWorld
18 - Pluto
18 - Pluto

Try changing the lookup field to a rollup field with the formula ARRAYUNIQUE(values) and see if that works.

That worked!! Thank you so much.