CRM On Demand - Reports and Dashboards (MOSC)

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How to display Account details of a Contact that in not its Primary

edited Mar 24, 2014 11:20AM in CRM On Demand - Reports and Dashboards (MOSC) 5 commentsAnswered ✓

Hi,

Good day!

We're currently creating report to show the details of the Account where in the Contact is associated to but not its Primary Contact. This Contact is Primary on other Account.

Here is the sample scenario:

Sample data:

Account 1 = Accenture

Account 2 = Oracle

Contact 1 = Faye is the Primary of Accenture but is also associated to Oracle

Contact 2 = Jhoie is Primary of Oracle

Contact 3 = Chandra is associated only to Oracle but not a Primary Contact

We queried/prompted for Account Name = "Oracle" but only Jhoie and Chandra are being displayed.

So only Contacts that have Oracle as the Primary Account are being shown.

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