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Customer experience | Sales, Customer Insights,...
Suggested answer

Modelo Word não mostra dados do contato vinculado a cotação

Posted on by 5
Estou usando todos os relacionamentos possíveis, N:1 e N:N com contato, mas quando eu uso os campos referentes eles ficam em branco.
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O único dado que consigo trazer é o nome, pois eu consigo pegar ele na oportunidade. 
 
Eu consigo trazer os dados da conta, mas o contato da conta que tem a cotação não. Ficam em branco os dados do contato.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Modelo Word não mostra dados do contato vinculado a cotação
    Hi Partner,
    As the screenshot shown, 'quote_customer_accounts' and 'quote_customer_contacts' are from same lookup column--Potential Customer:
    This column type is customer, which is one special lookup, and it allows for a single reference to either an account or a contact row.
    Like this:
    --This column can be populated with one value at a time, either account or contact.
    You say that you can't extract the contact information because the field is populated with the value account.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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