Variant for Contacts containing only Account Inactive (screenshots 1 and 2).
Variant for Contacts containing all Accounts, but clearly showing which ones are Inactive (screenshots 3 and 4).
Accounts with Contacts with specific details (reports or filters)
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Accounts with Contacts with specific details (reports or filters)
I described the issue from technical standpoint but it got insufficient attention by the community:
Disclaimer: I used ChatGPT while investigating the issue. Eventually, it prepared the summary I'm publishing below I’m trying to create a report in EspoCRM (using the Advanced Pack) that lists Accounts with at least one active Contact. In this context, "active" refers to a Contact with the relationship field
I suppose rewriting the topic from the business standpoint - quite often we are checking companies (accounts) by people (contacts) currently working in these companies.
In the current version EspoCRM and Reports from the Advanced Pack shows Account details with a list of contacts who whenever were associated with the account (including those who worked there years ago and don't work there anymore).
We created a report that logically should filter out such accounts (see the topic mentioned above). Unfortunately, this approach doesn't work as intended.
Do you know any other ways (without programming own extension) to get accounts with contacts that have specific attributes (e.g., belong to a Target List)?
Disclaimer: I used ChatGPT while investigating the issue. Eventually, it prepared the summary I'm publishing below I’m trying to create a report in EspoCRM (using the Advanced Pack) that lists Accounts with at least one active Contact. In this context, "active" refers to a Contact with the relationship fieldTags: None
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