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Company and Division History Roll Up

MDO
New Member
Posts: 11
Country: USA

Company and Division History Roll Up

Hi. Quick question. Hoping someone can help. I would like to roll up the activities/history from divisions to the parent company. Is this possible? I haven't found a way to do this. Thanks in advance for any help on this. Mark
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Company and Division History Roll Up

Hello MDO,

Welcome to the Sage ACT! Online Community!

 

You can add the contacts of the Division to the parent Company and their activities/histories will follow them and appear in the Company activities/history tabs.

 

Other options:

Within an activity, you can use the 'Associate With' option to attach it to the main Company.  This option affects individual activities.

 

Within a history item, you can use the 'Share With' option to attach it to the main Company.  This option affects individual histories.

Greg Martin
Sage