Accounts
Query to show account additional fields _ Details required
We Need to know whether that is a common account additional fields or add attribute under individual account. So please send us the following screenshots. 1. Admin-> Account additional fields list view page. 2. Accounts->Edit account and show the ...
Query to find out who created Accounts
Execute the below queries under Reports->New Query Report. select org_id, org_name from accountdefinition ad where ad.org_name in('Requester Name', 'Palanivel Palras','Muhammad Nadeem Khan') Note down the Org_IDs of the above query from the result ...
Query to pull Account ID and Site ID
Go to Reports Tab >> New Query Report and run the below query. For Postgres & MS SQL select adef.org_id "Account ID", adef.org_name "account",sdef.siteid "Siteid", sdo.name "Site" from sitedefinition sdef left join accountsitemapping asm on ...
Query to list Account Manager and Point of Contact
Query to list Account Managers select au.first_name "First Name", au.last_name "Last Name",ad.org_name "Account Name", sdo.name "Site Name", CASE WHEN r.ciid IS NULL THEN 'Technician' ELSE 'Requester' END "Usertype",aci.emailid "Email ID", ...
Query to show account,site and its departments
Please go to Reports-New Query Report and execute this query. select deptdef.deptname "Department",sdo.name "Site", adef.org_name "Account" from departmentdefinition deptdef LEFT JOIN sitedefinition sdef on deptdef.siteid=sdef.siteid LEFT JOIN ...
How to find an account ID
In order to find the account id, under Reports Tab, click New Query Report run the below query: select adef.org_id "Account ID",adef.org_name "account",sdef.siteid "Siteid",sdo.name "Site" from sitedefinition sdef left join accountsitemapping asm on ...