Hi,
We're trying out the Professional Edition. Under Accounts, where we view a listing of all Accounts. I know I can add more headers to this view by clicking on "Edit" and selecting columns. We want to add a Contact column, but it does not appear in the Available columns.
I did note that under Contacts, I could at least add an Account Name column, but there are other Account columns we want to use also and these do not appear in the available columns for Contacts.
How do we create a view that has a combination of Account and Contact information?
Thanks.
Amy