Search Functionality - Searching Company Records by Associated Contact Activity

Hey Crelate Team!

One pain point we experience within Crelate is the inability of the search and find functions to run searches based upon associated records in Crelate.

For example, I know there is currently no way to run a search to identify company records based off of the activity in contact records that are associated with that company. For example, if I wanted to run a search for any company record where we hadn’t had any activity with any contacts that are currently listed as employees at the company, there is no way to do that currently. Ideally, you could also break that down based on type of activity and engagement. For example, I would love to run a search of company records to pull up any company where we have had an in-person meeting activity with any associated contact records in the past year.

The same issue applies between the various record types - between contact records, company records, opportunity records, and placement records you can see the connections in the records, but are unable to effectively search based on those connections. Being able to would open up a lot of great search functionality!