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Organising views on linked blogs and companies and contacts

 
Sentinel
35 posts

i.e. when setting up a meeting with a contact which is related to a blog and viewing later a blog i am not able to view the linked contacts, companies in one view? Do i have to lookup all three pages? If yes, if a blog has 10 contacts with various activities….
What do I miss?
Thanks

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Administrator
3951 posts

Generally you will place activities related to your relationship with the contact on the contact page (e.g. sales activity), and activities relevant to the project on the blog (the business transaction/project) so most often the information that relevant to the matter you are reviewing will be on the page you are looking at.  If you need to summarize various journals then you will need to click on the linked item to view it’s own related activities.  The best practice here is to model it after the real world: where would that info be recorded in if it was just pen and paper.

We are thinking about optionally presenting activities from other linked items into the view.  This of course needs to be carefully designed to be helpful and consistent with other features e.g. publish, placed order, etc, so if you have some ideas drop us a note.

Sentinel
35 posts

Thanks- can we move entries from a company to a blog? because we are setting up a blog at a later stage.

Linked views: from one blog into many companies - display as already designed all entries, but in front the company name field, and allow sort by date etc.. - depending on the used links

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Administrator
3951 posts

can we move entries from a company to a blog?

Currently you cannot.