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I want to create a report which will show approved contracts where users did not did the contact roles?  Any ideas???
5 个回答
  1. 2014年3月20日 00:13

    Hello, Nathan, I'm guessing you meant to write, "What if the user does not enter a contact as a contact role ?" Sadly I don't think you can do this with the out-of-the-box Contact Role feature for Contracts. Instead, what you could do is create your own custom Contract Contact Role object, as a detail in a Master-Detail(Contract) relationship.

    This way, you'll be able to use a cross-filter in your Contracts reports to isolate contracts without contact roles.

    Hello, Nathan, I'm guessing you meant to write,

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