Is the contact assigned to the job or to the customer?

How are you linking to the table where the customer info is located?

-Dell

Dell

I am grouping by Customer and then by Job. A job can have multiple contacts.

i.e.

Customer ABCo

Job    Contact    Description
1234   Jones
1234   Smith
1234   Anderson
5678   Carlson    Client Contact
9012   Larson
9012   Hanson     Client Contact


What I am trying to do is display all jobs by contact that is "Client" but I also want to display all jobs that do not have a contact designated as "Client"

i.e.

Customer ABCo

Job    Contact        Description
1234   "Unassigned"
5678   Carlson        Client Contact
9012   Hanson        Client Contact

I tried a formula but I cannot get it to cycle through the contacts. It looks at the first contact and then moves on giving me an unassigned even though one of the contacts is designated as "Client:

Thanks in advance

DMKanz

Will the value for the description ever be null? If so, you have to specifically look for that.

Here's what I would do to solve the issue:

1. Add a group on the Description field and make the sort "In specified order" so you can sort to the top the contact types that you want to show in the report. Add any contact types that you do not want to see to an "Others" group (these are all options on the group configuration screen.)

2. Put the data in the Job group header instead of details. Suppress the contact group header and details.

3. Modify your formula to be something like this:
[code]
if not IsNull({Description}) then
if {Description} like "*Client Reference*" or {Description} like "*Marketing Reference*" then
    {FirstName} + {LastName}
    else "Unassigned"
else "Unassigned"

When fields can have a null value, you MUST check for null BEFORE checking for any other value.

-Dell