I would like to create a report or filter that shows all deals for a group of companies. Like one m
Ari Beilinson Posts: 2
edited July 2022 in Ideas and Product Feedback #1
I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only would be better.
Mike van der Valk Posts: 3,627edited February 2021 #2Hi @Ari Beilinson I see you've already figured out the way to do it. I'll pass on your suggestion to our team0
Ari Beilinson Posts: 2edited April 2022 #3Hi, I did. But having the parent company as the key would be a better way.0
Alex Rackwitz Posts: 4edited April 2022 #4@Mike van der Valk - hi, surely we don't have to manually list all the daughter companies in the filter condition? We have parent organisations that are resellers with dozens of child organisations (and constantly changing). How can we filter for this?1
Mike van der Valk Posts: 3,627edited April 2022 #5@Alex Rackwitz unfortunately at the moment that's the only option right now there's no native way to filter them out in the list or reports... I've straight away now reached out to the team working on reports and passed on this message here. Hopefully we can improve this in the future.1