Hello,
We have several lookup fields on our main Contact pages. Some of these lookup fields are related to Accounts. We have several different account record types. For instance: region offices, county offices, schools, medical providers, etc.
On the contact page, we link our contacts to a certain region office and then a certain county office.
One report we generate has information about the client along with the county office they are associated with. On that report, we'd like to display more information about that county, mainly address and phone which is stored in its account record.
I would like to either have a field on the contact page that displays that account's contact information or at least be able to have a report that can pull that record.
The problem right now as I see it is if I try to do a formula on contacts and insert an account merge field-it gives me the account for the contact. I don't know how to specify (if I even can) that I want the address from the county that is linked on the record.
I feel like I'm being more confusing as I go. Any one contact might be related to multiple accounts. Is there any way to choose which account's information I want displayed? Either in some fields on the contact page or on a report?
Thanks!
4 respuestas
Hi Blair...to verify ....
You have a few lookups on the Contact Object that lookup to the Account Object. Each of these lookups can be to different accounts. Is this correct?
If so you should be able to do formula fields to these. Make sure you use the Advanced Formula tab and then click the Insert Field button. Then go to the new lookup fields (not the Account lookup field but the new custom ones).
Here is a screenshot.
