How Can I Build a Group of Account Assets and the Contact Associated with Them?

Question:

Recently, I had a customer that wanted to get a list of Account Assets and the Contact associated with them.

They wanted to know how to build the group.

Answer:

The group that were building was using the AccountProduct table which IS the correct table to get the Account Assets.

However, they were using the Contact table associated with the Account in order to list the Contact. This is incorrect.

The table they should use is the Contact table joined to the Account.AccountProduct.Contact table, using the Contactid field.

This would be a left join to the Contact table.

Once that is joined, they can choose the Contact name field to put into the layout of the group. This will show the Contact that

is actually associated to the specific asset.

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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