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Grouping companies

New Member
Posts: 2
Country: USA

Grouping companies

I was wondering if there was a way to group companies.  There are two ways I want to group them: first, I want to group them by their association that they are a part of; second, by the type of product that we monitor.  Is this at all possible?  I want to query the product and see the list of companies that have that product.





Nickel Super Contributor
Posts: 939
Country: USA

Re: Grouping companies

You can't group companies inside of Groups.  However, just create a custom field on the company screen called Product.  Then, you can query on that field.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX