Currently on the account entity, I have a custom field name source code. I can add that field to my advanced finds and it pulls the data no issues.
When I run activities by related account, I can pull the field with no issues.
The issue arises when I run activities by contact, the field comes in blank.
On the account relationships, activities in general isnt a field I can do a 1 to many relationship to, but phone call s, and it is already there
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Hi ITsavvy,
If you are setting the regarding relationship of the Activity (i.e. the phone call) to the Contact you will not be able to pull the Account's information as it is not the regarding entity for the Activity. You will be able to only select the fields of the regarding entity.
Hope this helps even though it is not the answer you were looking for.
Really not a hard query..
Date Created = This year.
THe problem is the set regarding is set to account on the activity, it pulls in the source code from the account. When the set regarding on the activity is set to contact, I cant pull in the source code, and thats what I am trying to get
Hi ITsavvy,
Please post a picture of your advanced find query. It is likely that the advanced find query is too strict or the field is missing data.
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