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Searching customer record to obtain primary contact

edited Jan 3, 2020 1:24AM in Search / Reporting 1 comment

Maybe I'm missing something, but I want to do a search that returns both the specific customer record plus the primary contact information based on a known customer record ID.

Seems the only information regarding the primary contact is the text-based 'primarycontact' field which is not searchable for a unique primary record (could be redundant).

a) I know there is an undocumented field in the contact records called 'contactrole' which can be set to -10 to set it as the primary role contact. There does not seem to be a join ability with primary contact (would be nice for something like returnColumn('phone','primarycontact') ), but is it possible to do a sub-search that filtered on company ID and 'contactrole', or is this unsupported. I ask because 'contactrole' is not listed in the documentation and do not want to create an unsupported search.

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