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Hello,
When editing a contact, several accounts can be added to the contact entity and one of them can be set as primary.
The same doesn't seem to be possible the other way around -- set a primary contact of an account when editing accounts.Is this right?
Also, related to this, when creating reports, contacts can be joined with accounts, but not the other way around. I would like to have a list of accounts and their (primary) contacts in a list type report.
Any thoughts?
Thank you,
Zoli
When editing a contact, several accounts can be added to the contact entity and one of them can be set as primary.
The same doesn't seem to be possible the other way around -- set a primary contact of an account when editing accounts.Is this right?
Also, related to this, when creating reports, contacts can be joined with accounts, but not the other way around. I would like to have a list of accounts and their (primary) contacts in a list type report.
Any thoughts?
Thank you,
Zoli