Main Contact column on Organizations Page

INNOSET
INNOSET Posts: 4
edited July 1 in Sales CRM #1

Hello.

I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page.

Alternatively , if we can get columns from People column ,  i can get the main contact and  other informations regarding the main contact informations from people fields.

Thank you.

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    What about viewing your records from the people page. Maybe sorting by organisation? if you have more than one contact at an organization you could identify the key contact by putting an asterisk at the end of his name. 

    Would be a work around for now. 

  • INNOSET
    INNOSET Posts: 4
    edited February 2021 #3

    What about viewing your records from the people page. Maybe sorting by organisation? if you have more than one contact at an organization you could identify the key contact by putting an asterisk at the end of his name. 

    Would be a work around for now. 

    hello.

    I have 100 people on some customers and  contacts going to be soup.

    Target person on Organization page will be a summary. 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #4

    What about viewing your records from the people page. Maybe sorting by organisation? if you have more than one contact at an organization you could identify the key contact by putting an asterisk at the end of his name. 

    Would be a work around for now. 

    Hi @INNOSET ! I suggest creating a custom field in your Organizations for that, it will become easier to filter and see only those contacts.

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  • INNOSET
    INNOSET Posts: 4
    edited February 2021 #5

    What about viewing your records from the people page. Maybe sorting by organisation? if you have more than one contact at an organization you could identify the key contact by putting an asterisk at the end of his name. 

    Would be a work around for now. 

    Hello Ines . I already created a column but i want to get data from Contacts for one data. If i fill same status on contacts , deal and  organization , its makes double data . I want to write them on one time .

    Thank you

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #6

    What about viewing your records from the people page. Maybe sorting by organisation? if you have more than one contact at an organization you could identify the key contact by putting an asterisk at the end of his name. 

    Would be a work around for now. 

    Hi @INNOSET , I recommend you reach out to our Support team and they will help you investigate further and try to come up with a solution that is minimal manual work for you and also keeps your data tidy.

    For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!