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Topics#Reports & DashboardsMarjie Bland 的问题
Marjie Bland 提问于 #Reports & Dashboards
2013年5月24日 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 个回答
  1. Adam Marks (Suntrust)
    2013年5月24日 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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