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Contact Report

New Member
Posts: 1
Country: United States

Contact Report

Hello,

 

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.

 

Thanks.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Contact Report

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...