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report on multiple contacts

James Kinnersley

Hi.  We'd like to run a report to show Accounts with multiple Contacts (and exclude ones with a single Contact).  If someone could point me in the right direction to set this up it'd be a great help.

Many thanks

James

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  • +1

    You don't say how many Accounts you currently have so the update may be tricky but the way to do this is to set up a new Integer field on Accounts (say, "contact_count_c") that is Calculated and set the formula for the calculation to be the Count of related Contacts. You also have the option of using the CountConditional to filter the Contacts you are counting if you need that.

    The report is then simply a case of reporting where the contact_count_c > 1 (or > 5 or any other value you need).

    Thanks,

    JH.

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  • +1

    You don't say how many Accounts you currently have so the update may be tricky but the way to do this is to set up a new Integer field on Accounts (say, "contact_count_c") that is Calculated and set the formula for the calculation to be the Count of related Contacts. You also have the option of using the CountConditional to filter the Contacts you are counting if you need that.

    The report is then simply a case of reporting where the contact_count_c > 1 (or > 5 or any other value you need).

    Thanks,

    JH.

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