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Customer experience | Sales, Customer Insights,...
Answered

Segments that a contact is a part of

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Posted on by

Hi there,

I'm trying to create a vier that shows all segments that a contact is part of.

There seems to be some kind of issue with the relation between contact and segments.
Anyone who has found a OOB solution to this? 


Thanks,
Emil
I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi Emil,

    If you mean that you’d like to add a sub-grid in the form of a contact to show all the segments the contact belongs to, it cannot be achieved unfortunately.

    For the sub-grid needs an N: 1 or N: N relationship between the target entity and Contact entity, for example, Lead: Contact / Marketing List: Contact.

    pastedimage1620784557297v2.png

    However, the relationship between Segment entity and Contact entity is 1: N.

     pastedimage1620784438661v1.png

    It means that you can only show the list of members(Contacts) in a segment but cannot show a list of segments which contains a certain contact.

     

    To know more about sub-grid, please refer to:

    Sub-Grid properties for main forms | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Community Member Profile Picture
    on at

    Hi Nya,

    Thanks, it makes sense.

    It there a work around to this or do I just have to accept, that we cannot show a list of segments that a contact is related to?

  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    Unfortunately, the segments which contain a certain contact cannot be shown as a list.

    You can post your proposal in the Ideas forum to let other users vote for it.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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