Announcements
Hi guys,
As title says - just out of the box stuff
Cheers,
C
*This post is locked for comments
Hi,
Queries like this are not supported yet - there needs to be a record to compare a value against - you can work around this by creating a marketing list of accounts, and then removing records where child contact contains data - you are then left with accounts that don't have contacts. See Jukka's excellent post on this subject niiranen.eu/.../advanced-queries-with-advanced-find
Hope this helps,
Scott
Hi Scott,
I'm not quite following - also read through Jukka's post but I still don't understand how to generate a report of all Accounts with no Contacts?
I tried creating a marketing list but the advanced find filters are exactly the same as if I were to do it from Accounts...
Any more help would be appreciated - I just need a report of all Accounts that have no contacts, any instructions would be awesome.
Thanks in advance,
Here is step by step to get all the accounts without contacts.
1. Create a Marketing list with Targeted At " Account"
2. Next step is , Add all accounts with status active to the marketing list as shown below
3. You can add any conditions here to filter accounts
4.
4. Once you add all active members to the list , next step is to remove all accounts that has contacts. To do that again click on "+" button and follow as below
6. Once you complete all these steps marketing list will have only accounts without contacts.
7. In your report you can query accounts that are part of this marketing list to get all accounts without contacts.
What you are after is an outer join. crm2013 supports outer joins. The only problem is this can't be done from the interface. Export the entity that contains the required view and edit the customisations to modify the fetchxml as an outer join. Please have a look at http://www.powerobjects.com/blog/2013/11/07/perform-left-join-fetchxml-display-results-crm-2013/
Exactly what I needed, thanks!
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
