Accounts
Contacts (lookup from Contact to Account)
Engagements (events)
Meeting Attendees (master-detail from Meeting Attendees to Engagement, master-detail from Meeting Attendees to Contact)
On the Engagement, we have the ability to add Meeting Attendees to the object, which pulls from Contacts. This allows me to see the number of Attendees (contacts) per Engagement.
What I also would like to see is the number of Accounts/Companies that attend each Engagement, but no matter what I try, I cannot seem to get that metric to show....can someone help me?
2 个回答
Hi Ken,
I work at Passage Technology, the company that created Rollup Helper. Unfortunately, if I'm understanding this correctly, I don't think Rollup Helper or a default rollup summary would work here as you're trying to put parent info onto a child record, instead of the other way around.
