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Joining Contacts and Accounts table on email address

edited Nov 10, 2017 11:04PM in Reporting & Analytics for B2C Service 3 comments

Content

Is there a way to join Contacts and Accounts in a report? I can do it in Excel with two different reports, but looking to try with just one.

Essentially, we have Staff Accounts who also have Contact records with the same email address. We want to audit these accounts periodically.

 

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