Advanced find - multiple connections

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Posted on by Chrisnz

Hi guys,

wondered if anyone had any ideas for me on this one ...

I'm trying to run an advanced find to show me leads who are connected to multiple sectors while also excluding people who are connected only to one sector. Any ideas? Thanks!

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Nizar JLASSI 2 on at

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RE: Advanced find - multiple connections

Hi,

Relationship between leads and sectors is an N:N relationship ?

When you want to make an Advanced find based on leads, did the relationship with sectors appears in "Related" part of the fields picklist ?

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Waqar Sohail on at

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RE: Advanced find - multiple connections

Hi Chrisnz, I think you should go for the Custom SSRS report.

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Aileen Gusni 44,524 on at

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RE: Advanced find - multiple connections

Hi Chrish,

I think you can show the Lead who are connected to sectors.

But don't think can show by including only those who are connected to multiple sectors and excluding the people who are only connected to one sector, CRM doesn't have this 'Not In' function in Advanced Find.

Unless, you add new field in the Lead, then everytime you tie Lead to Sector then you need to add total sector connected, and if untied, then need to decrease the total sector connected.

Then you can use this field to count and show as filter criteria..

If total connected sector > 1

then show...

Hope this helps!

Thanks.

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Chrisnz 90 on at

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RE: Advanced find - multiple connections

Hi Waqar, sorry, what is a custom ssrs report?

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Chrisnz 90 on at

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RE: Advanced find - multiple connections

Nizar - yes :)

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