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Roll-up summary field - contacts on account
Currently there is a limitation to the system - no way to see how many accounts you have WITHOUT contacts. No exception reporting. We have tried to build something with no results... wouldn't it be nice to have the ability to have a roll-up summary field on the account page that sums all contacts? You can do this with opportunities and custom objects but for some reason you can't do it with accounts.
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EricCH 10/23/08 |
I was just about to post the same Idea. I'm looking for a solution to define one contact as principal: http://ideas.salesforce.com/article/show/22940 I think I could achieve this using workflow rules provided a can Roll-up the number of contacts per account. |
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adminisaurusrex 10/23/08 |
I have had to create a work around for this. Whenever I do my dedup and basic data qc, I run formulas to count all of the contacts at all accounts and import that number into a custom field on the account object. But I really think this should be a standard field: Number of Contacts attached to the Account, including 0. If I have to burn up a roll up summary field to do this, I will, but again, I really think this should be standard. |
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msnowden213 10/23/08 |
I agree, it should be standard... would make sense to have knowledge of how many contacts you have on each account. We just rigged the system a bit and did a work around to find accounts without contacts, but ideally this should be something SFDC should address. |
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