Update Automation

One of the salesperson on my team pointed out it would make their work easier if, when they write an update on a Contact, it could also appear associated to the Account that Contact belongs to. I couldn’t find a way to make that connection with a custom automation, and Monday.com support team told me it wasn’t possible. It would be really nice to have that possibility, as it would be the most practical way for our salespeople to never forget an update was made regarding a certain Account (even if the update was made for a specific contact within that account).

As an additional note, we don’t want to create updates as items because we want them automatically timestamped. Hence this feature request.

Kind regards!

Hello @sara and welcome to the community!

I hope you like it here :muscle:

If I understood correctly, what you want is a way of “relating” a specific update to a user, so that that user would have the possibility of seeing all the updates “related” to them.

Is this accurate?

Looking forward to hearing from you :slightly_smiling_face:

Cheers,
Matias

Hi Matias,

Thank you. It’s more having something similar to a ‘mirror’ function, but for the update feature. So for instance, let’s say I’m liaising with a contact ‘John Smith’ that works for ‘HSBC’ (this would be the Company or as you call it, Account).

I will write my communication updates on the Contact item ‘John Smith’. But when I’m in the Companies board (Accounts for you), I would like the update to be signalled in the Companies item ‘HSBC’ as well, so I can keep it always in mind, and easily associate that the Contact I spoke to, John Smith, is from HSBC.

I hope that makes sense?..

Kind regards,
Sara

Matias Matias.Monday monday.com Team Member
January 25

Hello @sara and welcome to the community!

I hope you like it here :muscle:

If I understood correctly, what you want is a way of “relating” a specific update to a user, so that that user would have the possibility of seeing all the updates “related” to them.

Is this accurate?

Looking forward to hearing from you :slightly_smiling_face:

Cheers,
Matias


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Hello @sara!

Thank you for that explanation :slightly_smiling_face:

I will share this feedback with our team so that they can review it :muscle:

Cheers,
Matias

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