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Subject: Sales History report - backtrack to include related contacts

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Author Messages
screnson
Posts:2

12/06/2007 1:01 PM Alert 

I'm not sure if this is possible to do, and if it is I definitely don't know how to do it.

I have an existing sales history report that runs fine. What I'd like to do is have a report that runs the sales history and returns all the contacts for the companies with that sales history.

Here's what I"m trying to say:

Ex. Company ABC, Contact John Smith has a sale recorded in the History.
Company ABC, Contact Jack Jones does not have a sale recorded.

Is there a way to run the report so that all Company ABC contacts come up even though the sales history is only entered under John Smith?

Each contact is has their own entry in our Goldmine database. They aren't stored as "other" contacts.

Thanks for any advice.

 

 

tmansuy
Posts:161

12/06/2007 2:07 PM Alert 

Hi,

One way you can partially get what you want is by doing the following:

1) Group on the Company field, and add the Contact field from the Main table to the report. (The Company names have to be identical for this to work properly)

2) Edit the SQL select statement, (advanced button in step 2-> step 2 of the advanced wizard), and change the inner join to an outer join (right or left depending on the order of the tables):

For example, if you see

SALESHIST inner join CONTACT1

change it to

SALESHIST right outer join CONTACT1

but if you see

CONTACT1 inner join SALESHIST

change it to

CONTACT1 left outer join SALESHIST

Doing this is going to only get you part of the way there, because you are going to get all the contacts from your database (not just companies that have sales history).

 

To get only companies that have sales history, but still get a list of Contacts from that company, you would have to create a script that does a lookup based on that company name, and then place it in a memo field (so the contacts would be listed horizontally).

Trevor

screnson
Posts:2

12/07/2007 7:39 AM Alert 
Thanks for your answer Trevor. I'll give it a try and see how I do.
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Forums > Stonefield Query Solutions > GoldMine Reporting - Support > Sales History report - backtrack to include related contacts



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