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mr.sollismr.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
werewolfwerewolf
You can do it but you first have to define one or more formula fields on Contact that get any necessary data from the parent account object for your view criteria.
mr.sollismr.sollis
It was my understanding that the forumula fields can not access account info from a contact forumla field... is this correct?
werewolfwerewolf
That is not correct.  As of Summer '08 formula fields can in fact reference fields from lookup objects -- in the case of Contact, that means that Account is eligible.
Nazeer AhamedNazeer Ahamed
To add more what werewolf said,

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 !!!
mr.sollismr.sollis
THANK YOU BOTH!

This will save a ton of time! I truly appreciate your help.