02-14-2017 07:55 AM - edited 02-14-2017 08:02 AM
Hello, is it possible to get a list/lookup of a company and the corrosponding groups (of which the contacts of that company are in)?
Apple Inc <=> Smartphone Group, E-Business Group
The Marketing Team wants to have a list with company names and the Groups which they (the contacts of that company) are in.
Any hints are appreciated!
02-14-2017 08:40 AM
02-15-2017 02:18 AM
02-22-2017 06:16 AM - edited 02-22-2017 06:34 AM
This option may work for you? Create a Group Field in Contact module and or Company etc and maybe use a drop down table.
This way below the Contacts and or Company reports should work? Perform desired lookup prior.
Reference screen shot image
Dynamic Groups could be setup using a new key group field also in the contact and company module(sync the company Field to contact field).
Seems like desired Groups reports would work then?