How to get contact details from opportunity

[Nishan Perera]

Hi,

I want to get contact details from opportunity report. The contact data has to be fetch from related account. ex,


Let say Opportunity only have opportunity name, account and the report should fetch contact details from the account.

Opp table
===========

Opportunity Name | New business
Account | Helman


Contact table
===========

Contact First Name | john
Account | Helman
Phone Number | 94776035672
Email | test@helman.com



Opp report should be as below
=======================

Opportunity Name | New business
Account | Helman
Contact First Name | john
Phone Number | 94776035672
Email | test@helman.com


How can i do this.

[Maximus]

Hello,
There is no such an ability to fetch a field's value of the related record from its related record.
The possible workaround is:
1. Create a new Many-to-One relationship between Accounts and Contacts and use it instead of standard Many-to-Many.
2. Create a few foreign fields for Account to fetch data from related Contact.
3. Use foreign fields in the report.

[espcrm]

Yes, the important part here is the Many-to-One or One-to-Many (depend on the situation) relationship. Once you have that then the field will appear in Template (PDF) or Email Template. I assume it will be available for your Reporting too.

Then you can merge/export any of those linked details.