Get primary contacts email

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Hi guys,

I am doing an advanced find and I want to fetch shop-name and email adress to primary contact. However, I can only seem to get the name of the primary contact. My advanced find looks like this: https://i.imgur.com/G43csnJ.png

In the CRM it looks like this: https://i.imgur.com/sn4dFBq.png

I want the email adress but only getting the name (highlighted by the box).

Any ideas?

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Hi,

it is an advance find limitation. You can set condition on every level(level 1: entity; level 2: linked entity; level 3; linked of linked entity)

But for the columns to show in your results, you can only show the entity fields and the linked entity fields, i.e. level 1 and 2 and that is it. You can't go deeper.

If you are onprem, you could build a sql query to get qhat you want.

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Hello Tornberg,

In the quick find menu you can find "modify columns".

then you choose the columns you want to visualize

Mine is in french but it should be located in the same spot.

Taha

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ashlega 34,477 on at

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Hi,

if you mean that there are multiple shops per account, each having a primary contact, and you want to display those details, then it's just not how Advanced Find works. Assuming it's a 1:N relationship, Advanced Find can only show you 1 line per main entity record - in your scenario, you would actually have to see multiple lines (1 per shop)

You might try turning it around a little bit - still start with the accounts, but with "shop" accounts. I'm assuming there is alookup to the "main" account, so you can use "contains data" condition on that field, for example. Then you'll be able to display shop name, primary contact, and "parent account"

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