Generating a list of contacts from a list of accounts that the user has generated in a report.
I hope someone can help me.
I have an interactive Contract History report in a dashboard that lets a user generate a list of accounts that use products the user has selected.
What I want next is to produce a list of contacts for those accounts.
Is this possible?
I've tried a combined report - but I can only get that to filter down to the selected accounts if all the fields are the same - so the information I want from the contact report is not available to use.