Hi everyone - just a quick question for a beginner (no one in our 300 strong workplace knows how to use Saleslogix properly)

I'm trying to create a list of contacts from various account groups (defence, corp etc) - in this case I need all 'Education' contacts - specifically those that mention the words 'tafe' , 'primary school' , 'high school' in their account name.

Also I'd really like to know which ones have our products installed in their schools/tafes.

Can anyone help me out or point me in the right direction- we're running saleslogix 6.1 something.

regards

Kent

Hi Kent,

            You can use the Contains operator for the contact who have a  'tafe' , 'primary school' , 'high school' in their account name

Contact.Account Contains 'tafe' or
Contact.Account Contains 'high school' or
Contact.Account Contains 'primary school'

For the products Im assuming they are within the account product table? you will need to create a join from the accountid field within the account table to the accountproduct table on accountid then add a the condtion 'where accountproductid does contain data'

Hope this helps?

Regards, Adam Travers

Hi Adam,

thanks very much for that - it worked perfectly - is there a way to show what products have been purchased by each school/tafe etc?

thanks again

Hi Kent,

             You would then need to join from the accountproduct table to the product table on productid which then gives you the access the product name field.

 Regards, Adam Travers

Hi Adam, I just tried to do what you suggested but it doesn't seem to be working for me. I've attached pics of each step on the web site below - sorry for the hassle mate!! If you have time could you let me know where I went wrong as not product codes appeared

http://s281.photobucket.com/albums/kk222/kentbaker1/

thanks!!!

Hi kent,

            Im unable to see the pics cleary, can you email them to me please adam.travers@e1business.com

 Regards, Adam Travers