08-13-2009 12:03 PM
I have read the Forum and learned that you cannot bring the Relationships tab into a report so I was wondering if anyone knows how I can get a report that shows our Custodians (Companies) and the contacts at that company as well as the clients that they are associated with on one report. Since the clients don't work for the company I don't want to link them to the company. I would like to do this for all of our custodians to encompass all of our clients.
08-18-2009 02:18 PM
That's a challenge...
Could you just associate the contacts to the custodian/company record instead of linking?
You might want to try a trial of TopLine Dashboard. That may allow you to create a view that could work for you. You can install a 30 day fully functional trial...