Hi everybody,
I'm new to espocrm and by reading the docs I cannot get any idea how to create a list of accounts which do not have at least one contact. Is this possible?
How can I add a field to the account's list view which indicates the number of contacts related to the account?
Our planned workflow is the following:
We search for companies which might be interested in our products.
We enter these companies as accounts.
We then search for people working for these companies, mainly using LinkedIn. We add these persons as contacts and connect them to the parent account (their company).
Then we try to get in personal contact with the person.
Now I want to get an overview of all accounts for which we have not found at least one person working for that company.
Thanks for your help.
Cheers
Werner
I'm new to espocrm and by reading the docs I cannot get any idea how to create a list of accounts which do not have at least one contact. Is this possible?
How can I add a field to the account's list view which indicates the number of contacts related to the account?
Our planned workflow is the following:
We search for companies which might be interested in our products.
We enter these companies as accounts.
We then search for people working for these companies, mainly using LinkedIn. We add these persons as contacts and connect them to the parent account (their company).
Then we try to get in personal contact with the person.
Now I want to get an overview of all accounts for which we have not found at least one person working for that company.
Thanks for your help.
Cheers
Werner
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