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Return Secondary Contact
Hi All,
I'm having a confusing problem with a saved search. I'm trying to create a daily call sheet for an AR Clerk to contact customers with past due invoices. The sheet includes what you'd expect, Inv#, Customer Name, contact person, phone, etc.
My problem is that in some cases where my customers have more than one contact, the primary contact may not be the contact for their Accounts Payable dept. In that case I want to return the Contact with the role of "A/P Contact." For other reasons we have a custom check box on the customer record that indicates that there is an "A/P Contact" for that customer (it's called "Other AP Contact"). I want a formula to return the "A/P Contact" info if it exists and if not, to return the primary contact information.