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Topics#Reports & DashboardsPregunta de Marjie Bland
Marjie Bland ha preguntado en #Reports & Dashboards
24 may 2013, 14:53

Report w/ all Organizations Contacts for a specific opportunity

Trying to run a report that includes all the contacts at an organization (will apply a filter) for a specific opportunity. I know how to coorelate the contact person for the specific opportunity, but not how to add all the organization's contacts (for the organization tied to that opportunity). 
1 respuesta
  1. Adam Marks (Suntrust)
    24 may 2013, 15:02
    I think you will need a Custom Report Type for that since out of the box Opportunities relate to Contacts via the Contac Role related list but you can't drill back into all the contacts unless they are assigned roles. I did not build it all the way out but I think this will work for your relationship model on your CRT. 

     

    I think you will need a Custom Report Type for that since out of the box Opportunities relate to Contacts via the Contac Role related list but you can't drill back into all the contacts unless they ar

     

    Edit: That doesn't work and still only shows you Contacts that are associated to the opportunity. Sorry :(
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