F
funman207
It seems that what I'm trying to do would be simple enough... I'd like to
create a report to include one account, the first name, last name, company,
and mailing address so that I can work with the contacts in Excel. I tried
several custom reports, but none of them seem to include the 'company' field.
This is a major problem because I need this field to create a mailing list.
It seems I have every other option except for company.
I also have not been able to filter to only include one account, but if I
have to pull these out in excel I will.
note: I do -not- use 'accounts' for the clients company, I use the company
field. The accounts are used for separate divisions of my company.
create a report to include one account, the first name, last name, company,
and mailing address so that I can work with the contacts in Excel. I tried
several custom reports, but none of them seem to include the 'company' field.
This is a major problem because I need this field to create a mailing list.
It seems I have every other option except for company.
I also have not been able to filter to only include one account, but if I
have to pull these out in excel I will.
note: I do -not- use 'accounts' for the clients company, I use the company
field. The accounts are used for separate divisions of my company.