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naquiyah_cash
naquiyah_cash
Contributor ⭐️⭐️⭐️⭐️
October 7, 2015
Question

Associated Contact field in CTA

  • October 7, 2015
  • 4 replies
  • 92 views
Hi 

I am trying to understand how best to use the associated contacts field within a CTA? 

I cant bring it in any reporting or criterias to create rules so wondering what that field is there for? Maybe something im missing

Thanks

    4 replies

    sidhu
    Gainsight Employee ⭐️
    sidhu
    Gainsight Employee ⭐️
    October 8, 2015
    Contacts that are associated with a CTA are stored in an object called AssociatedRecord. You can use this object in reporting but is not available for RulesEngine yet. This object will be available in rule engine eventually but there is no ETA now. 
    naquiyah_cash
    naquiyah_cashAuthor
    Contributor ⭐️⭐️⭐️⭐️
    October 8, 2015
    Hi Sidhu

    Thanks for that. 

    How am I able to bring in the Account Name associated with the associated contact field the CTA is created on?
    sidhu
    Gainsight Employee ⭐️
    sidhu
    Gainsight Employee ⭐️
    October 8, 2015
    One option is to create a formula field of type text with the following formula -
    JBCXM__CTA__r.JBCXM__Account__r.Name 
      naquiyah_cash
      naquiyah_cashAuthor
      Contributor ⭐️⭐️⭐️⭐️
      October 8, 2015
      Thanks it works and I see it now!
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