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MelissaC
Contributor ⭐️⭐️⭐️⭐️⭐️
Aug 24, 2023 5:07 PM UTC
Question

Report on Key Contacts per CSM

I want to build a report for each csm with their accounts and key contacts but when I do that, I don’t get any data in the key contacts.  It just says false or null.  Thoughts on how to pull in this info?  

Any other ideas on how to build this, I am open to:)

Thanks!

 

1 reply

Wayne
Expert ⭐️
Aug 24, 2023 6:29 PM UTC

I think we need a bit more information before we can help.

 

What objects are your reporting on/from? Are your Key contacts stored anywhere specific or are they on the person objects and marked somehow?

 

Some screenshots might better assist too.

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