So I have a custom object with a Master-Detail relationship with Accounts. The customer object lists what type of software vendor they use. So I want to build a report showing all of the Accounts that are using a specific vendor. Not a problem.
My problem is, I also want to list on the report the contact name, phone number and other contact information, but the report builder does not allow me to access these fields. Any clues to how I accomplish?
Regards, Dave
5 réponses
Just to add to that, you may still need to build a Custom Report Type that includes all three objects. I agree that creating a direct relationship to contact to designate who the specific contact is, as there could be many contacts within the accounts.
If contact is a parent, then you should be able to access the name from the report you have, but if it's a child and you designate them with a field on the contact, which is used as a filter in the report, you'll likely need a Custom Report Type.
Here's some more info on CRTs:
https://help.salesforce.com/HTViewHelpDoc?id=reports_defining_report_types.htm&language=en_US
