Creating reports with linked custom fields?

[Dennisdd]

Dear all,

I am looking for a CRM to install that can do the following:

- Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm)

- Create a custom field in the account with the founding date of the firm

- Create a school field in the contacts

And here comes the trick:

> I would like to create reports that show for example:
all account/firm names that are founded within a specific date range with contacts linked in the custom founder field that have visited a specific school.

Does this work with EspoCRM?

Thank you so much for your help!

[tanya]

Hello
If one contact can visit only one school (relation one to many), you can create this report. If one contact can visit a lot of school, it is not possible. You can try to create such report on demo.espocrm.de/advanced . Now account can have one or few contacts. Create School entity and add founding date field to Account with Entity Manager.

https://youtu.be/WDSTMNFZPLE

[Dennisdd]

Hello
If one contact can visit only one school (relation one to many), you can create this report. If one contact can visit a lot of school, it is not possible. You can try to create such report on demo.espocrm.de/advanced . Now account can have one or few contacts. Create School entity and add founding date field to Account with Entity Manager.

https://youtu.be/WDSTMNFZPLE

Thank you for your much valued support, Tanya!

I have tried setting this up in the demo, however, it always keeps saying: bad server response.

What I have done is:
1) Set up a contact
2) Linked the contact to an account and gave this link the title "Founder"
3) Set up a simple list report based on the entity type account
4) Put in a filter field for the report with: contacts.title CONTAINS Founder

What am I doing wrong?

Thank you in advance,
Dennis

[tanya]

Contacts.title is not supported... In the next release it will be removed from the list.

[Dennisdd]

Contacts.title is not supported... In the next release it will be removed from the list.

Okay, thank you, that's a pitty. So it seems that EspoCRM cannot do the type of reports that I am looking for, is this right?