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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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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.
Your requirement is not clear, could you share some more details, it will help.
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.
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,
Hi sdnd2000,
Yes this is possible by creating report.
Thanks,
Shahbaaz
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