Pull Contacts in the Contacts Report using Account Manager and Regional Manager criteria.
Summary:
What is missing or incorrect in below queries or approach we are trying to use.
Criteria:
- As an Account Manager when I launch the Contact Report, I would see My Contacts.
- As a Regional Manager when I launch the Contact Report, I would see My Teams Contacts (i.e., contacts owned by my assigned Account Managers).
We want to:
Pull ACCOUNT MANAGERS in the report associated with a regional manager when the logged-in user (:xdo_user_name) is a REGIONAL_MANAGER.
Code Snippet (add any code snippets that support your topic, if applicable):
--query to get Account Manager under logged in regional manager
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