A
Aneil
Hi,
I have multiple contacts within each account. When I run an account report,
I am only able to see the primary contact, but I would like to see all
contacts.
By running a business contact report, I can see all the contacts, but I am
not able to filter based on fields that are in the account, which is very
important to me.
Is there a way to link the information in the accounts with the business
contact so that the fields in account are able to be filtered when I run a
business contact report, or a way to have multiple contacts show up in an
account report?
I don't want to have to add all the fields that need to be filtered into
each contact, because it will become unnecessarily redudant during data entry.
Thanks a lot for your help,
Aneil
I have multiple contacts within each account. When I run an account report,
I am only able to see the primary contact, but I would like to see all
contacts.
By running a business contact report, I can see all the contacts, but I am
not able to filter based on fields that are in the account, which is very
important to me.
Is there a way to link the information in the accounts with the business
contact so that the fields in account are able to be filtered when I run a
business contact report, or a way to have multiple contacts show up in an
account report?
I don't want to have to add all the fields that need to be filtered into
each contact, because it will become unnecessarily redudant during data entry.
Thanks a lot for your help,
Aneil