Hey all, does anyone know if we can pull all contact info from the customer page in the customer saved search report, what I'm able to pull right now is just the primary contact, but there are few more contacts under the Relationships tab.
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battk
11/16/2020, 9:19 PM
use the contact join
battk
11/16/2020, 9:20 PM
beware columns related to the contactroles join like the role column of the contact join
battk
11/16/2020, 9:20 PM
for some reason 2 different joins were combined into 1
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Qi
11/16/2020, 9:46 PM
Thanks @battk, I don't get how to use the contact join, but I use "Group" for summary type, it pulls each contact per row.
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battk
11/16/2020, 10:00 PM
joins are related records types to your search type
battk
11/16/2020, 10:00 PM
they are at the bottom of the column list and end with a ...