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Contact Report Prompts

edited Sep 5, 2025 2:18PM in Reporting & Analytics for Sales 1 comment

Summary:

Criteria

  • When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) 
  • When the Regional Manager launches the Contact Report the default would be their entire team selected.

I was trying to fulfill the criteria using the query below, but it is not returning any results in the report:

SELECT
"Contact"."Contact Name",
"Employee"."Employee Name",
"Employee"."Employee Job Title"
FROM
"EMPLOYEE_TABLE"
WHERE
(
-- Account Manager sees only their own contacts
("Employee"."Employee Job Title" = 'ACCOUNT_MANAGER'
AND "Employee"."Employee Login Name" = VALUEOF(NQ_SESSION."USERGUID"))
OR

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