In Sprint 44, we delivered the ability to group related interactions within Resource Tracking.
Resource Tracking: Group Related Interactions
Often times, sell-side firms send separate interactions for the same event for each company and investor attendee. For example, the interactions associated with one conference could require the firm admin to review more than 100 individual line items.
With the aggregated option, all interactions are automatically grouped by the event.
From the Resource Tracking Review and Data Grid pages, use the plus sign to expand the interactions associated with the event to see individual interactions. Alternatively, left-click on the parent row and select “Expand” from “Additional Options” to view individual interactions.
Only the unique information associated with each individual interaction is shown in the child row(s) to make the review process more efficient.