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mr.sollis
Trying to create a view of contacts based on account data
I would like to build a view of contacts based on values found on the contacts account. Is this possible? I haven't been able to locate how to do this? I can do it with the API, but not within the interface as a view.
Thanks in advance.
~Chad
Thanks in advance.
~Chad
Create a formula field in contact and use advanced formula editor, you can choose the option diectly.
To create a view based on Acconts 'Rating' fields, here is the formula.
CASE(Account.Rating , "Hot", "Hot", "Warm", "Warm", "Cold", "Cold", "Not Rated")
Hope this helps !!!
This will save a ton of time! I truly appreciate your help.