hirearchy of record

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Posted on by sdnd2000

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Hi, I have hierarchy of records in Account, and they associate with different contacts. Is that possible to list all the contacts associated with the primary account through view or report?

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Shahbaaz Ansari 6,211 on at

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Hi sdnd2000,

Yes this is possible by creating report.

Thanks,

Shahbaaz

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sdnd2000 2,510 on at

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sorry, could you elaborate the details, no idea how to achieve that

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Drew Poggemann 4 on at

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Hi sdnd2000,

The following will show contacts for accounts that are the primary account and not a sub-account. Is this what you were looking for?

Hope this helps.

Thanks,

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Nithya Gopinath 17,078 on at

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Hi,

You could try creating an advanced find view as shown below.

For the associated records, there will be a lookup for the relationship. You could filter the contacts with that lookup.

This will list all the contacts with parentcustomerid equals A. Datum.

Hope this helps.

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Mahendar Pal 45,095 on at

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Your requirement is not clear, could you share some more details, it will help.

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Ryan Maclean 3,070 on at

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If I'm right, I think you're suggesting you have a Parent Company (A) that has one or more sub-companies (B,C,D, etc.), and you would like to be able to view all of the contacts for Parent Company (A) as well as the contacts for all of the sub-companies in a single view/report?

This is pretty straightforward to achieve. You can do an advanced find on Contacts, then in your criteria add Company Name (Account) from related records, then in the criteria select Account Equals "Company A", OR Account Under "Company A". This will give you the full list of the Contacts you're looking for

You can use the FetchXML here to create a report as required.

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