Relationship Contacts- pulling them into the External Attendees search on Timeline

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  • Updated 4 months ago
I think this will be a limited use case right now, but I can see it growing.

I have a customer who uses Relationships to manager partnerships between different accounts.  We have made 90% of whats available work for the use case, but within External Attendees, it will only search for Contacts at the main Account level, not the partner account level.  However, we are using the Relationship Contacts, which is storing the partner contacts.

I'd love to see External Attendees pull from either the main Account contacts or anyone added to the Relationship Contacts section.

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Christopher Sanderson, Employee

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Posted 5 months ago

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Nitisha Rathi, Product Manager

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Hi Chris,

Few clarifications -
1. I am assuming the partner contacts belong to different accounts and not just the main account - Is this correct?
2. Would they want to search on both main account contacts + relationship contacts at the same time or is it ok if we give an option to search on either contact object or relationship contact object (similar to config available in Cockpit > Associated contacts)?

Thanks,
Nitisha
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Christopher Sanderson, Employee

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1) Correct Nitisha.  These are Contacts associated with the secondary accounts that have a relationship to the main account.

2) For our use case, this would be fine.  However, I don't know that we should limit quite as much for all use cases.
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Nitisha Rathi, Product Manager

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Thanks for the clarification. We will implement it soon.