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I have a large query that produces leads but also has a notes column. This causes leads to be repeated over and over if there are multiple notes on a lead.
What I want to be able to is show only the leads data (don't bring in the notes into the matrix/table report in other words) but if someone is curious and wants to drill further on one particular lead to see notes, then be able to do that.
I have played around with matrix drill through etc. and have not had success. I think part of the problem is that there is no need to use values here -- only rows. Any way to do this? Thanks.
Solved! Go to Solution.
Counting the number of notes (as a value) and then right clicking on any given count on any given record and click "See Record" gets me close to what I need and is probably good enough for now. Thanks everyone.
hmm maybe I could count the notes...
Counting the number of notes (as a value) and then right clicking on any given count on any given record and click "See Record" gets me close to what I need and is probably good enough for now. Thanks everyone.
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