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Is it possible to see a list of all the customers assigned to a given account manager grouped by account manager?
I want to sit with all the account managers and go through their customers one by one but I need to be able to create a list of accounts each one is responsible for. Currently we are assigning an account manager to an account using the Related > Connections feature.
It's easy to be realized in Advanced Find Feature. Pls refer to the following step by step operations.
1. Edit the Connection advanced Find View and add 'Connected From' & 'Role(From)' volumn:
2. Go to Advanced Find and set filter as following example:
Thanks Johnny. Worked perfectly. Then I used the custom view to create a report.
All good now.
You could also view all accounts group by 'account manager' in the view with sort function.
While it would be better to collapse related records with report function.
In addition, we would be glad if you could mark any helpful answer as verified to archive the thread. Thanks.
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