Combined Analysis
I'm trying to create a union report that will combine Contact Team History with Contact History. I need to show contacts within a certain account sector and sub-sector and include the contact team for each one of these contacts. In the Contact History subject area, I have the following fields listed:
Account Name
Contact ID
Last Name
First Name
Job Title
Priority
Frequency
Responsibility
Work Email
Direct Phone #
City State
Account Sector
Account Sub-Sector
The fields above contain all the info I need other than the contact team for each contact. Account Name, Sector, and Sub-Sector will not be fields listed in the Contact Team History subject area. I'm a rookie when it comes to creating reports such as this, so any help would be greatly appreciated. I can match the contact fields no problem, but I could use some direction on how to include fields in the Contact Team History subject area that will take the space of the Account fields.
Account Name
Contact ID
Last Name
First Name
Job Title
Priority
Frequency
Responsibility
Work Email
Direct Phone #
City State
Account Sector
Account Sub-Sector
The fields above contain all the info I need other than the contact team for each contact. Account Name, Sector, and Sub-Sector will not be fields listed in the Contact Team History subject area. I'm a rookie when it comes to creating reports such as this, so any help would be greatly appreciated. I can match the contact fields no problem, but I could use some direction on how to include fields in the Contact Team History subject area that will take the space of the Account fields.
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