How do I crteate a GI that tells me if an account has an email address or not? I am in the Customer record (AR.30.30.00) and under ADDITIONAL ACCOUNT INFO there is an ACCOUNT EMAIL. Sometimes this is blank, and we need to know which accounts we need to contact to get the ACCOUNT EMAIL. We will then want to sort and filter this by SALESPERSON.
Best answer by jsudak
View originalCANCEL THIS REQUEST. I HAVE FIGURED IT OUT.
Thank you.
Jay
Hi
The solution should be to join the AR Customer and AR Contact tables and then call out “ARContact.Email” data field is “Empty” on the Conditions tab
As I figured this out myself, I was asked to share the solution I came up with. I opened the GI for AR Customers and selected Customization: Edit Generic Inquiry. ON THE TABLES tab I selected ADD RELATED TABLE and added the table for AR Contact. On the RESULTS GRID tab I selected the Data Field for EMail and the Schema Field for Contact.Email. This produced the desired result.
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