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Customer experience | Sales, Customer Insights,...

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Modelo Word não mostra dados do contato vinculado a cotação

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Posted on by Beatriz Araújo

7

Estou usando todos os relacionamentos possíveis, N:1 e N:N com contato, mas quando eu uso os campos referentes eles ficam em branco.

O

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.

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Leah Ju Microsoft Employee on at

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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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