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Contacts and Organisations

Is there any way that I can click on organisations and see all the attached contacts who are currently employed under that organisation?

 

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  • Hi Michael:

    There isn't a default set up to view this but you can create and Advanced Report to view this.

    I've also seen other users use this simple workaround, when you link a contact to an Organization, create a contact tag with a naming convention that is similar to the Organization name. Then add that tag to the contact so you can use custom filters or the contact tag list to view or export the contacts associated with that tag.

    I hope this is helpful :)

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  • Happy to report that we've recently shipped new Linked Item Reports. You can find out more about it in our help article.

    Linked Item Reports can be exported as Excel file and set on auto-scheduled export to your inbox as well.

    Thank you for your votes

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