This seems like such a simple thing, I almost feel stupid for not being able to do it but I can't:
I've created a custom lookup field on Accounts, to Contacts, called Contact To Invoice.
I want to create a Report (for a mail merge) that pulls fields from Account plus some from the Contact linked to by Contact To Invoice (if any). If the Contact To Invoice field is null, these fields would, presumably, be blank.
I can create a Report on Accounts alone, which includes the Contact To Invoice field, but that only lists the name (it's also a link but that's not useful in a mail merge).
I can create a Report on Accounts with Contacts, which lists *all* Contacts belonging to the Account but can be filtered to only show the one who is also Contact To Invoice (because filter criteria can only compare fields to static values not to other fields).
I can create a Report on Contacts with Accounts which *will* show only the right Contacts but will omit any Accounts without a Contact To Invoice.
I can create Report on Accounts with Contact with Accounts but that doesn't work either and is starting to get ridiculous...
This seems like such a simple thing, I almost feel stupid for not being able to do it but I can't:
I've created a custom lookup field on Accounts, to Contacts, called Contact To Invoice.
I want to create a Report (for a mail merge) that pulls fields from Account plus some from the Contact linked to by Contact To Invoice (if any). If the Contact To Invoice field is null, these fields would, presumably, be blank.
I can create a Report on Accounts alone, which includes the Contact To Invoice field, but that only lists the name (it's also a link but that's not useful in a mail merge).
I can create a Report on Accounts with Contacts, which lists *all* Contacts belonging to the Account but can be filtered to only show the one who is also Contact To Invoice (because filter criteria can only compare fields to static values not to other fields).
I can create a Report on Contacts with Accounts which *will* show only the right Contacts but will omit any Accounts without a Contact To Invoice.
I can create Report on Accounts with Contact with Accounts but that doesn't work either and is starting to get ridiculous...
