Tuesday, June 25, 2019

Access Sales Reps associated with customers via ODBC if Team Selling is enabled.

If team selling is turn on , Sales Rep field on customer records is replaced with a Sales Team subtab
and Sales rep checkbox on employee records is replaced by a Sales Role dropdown field.

In order to get the list of sales reps associated with customer. You can do the following query below:

SELECT SALES_REPS.SALES_REP_ID, SALES_REPS.FIRSTNAME, SALES_REPS.LASTNAME FROM CUSTOMER_SALES_TEAMS INNER JOIN SALES_REPS ON SALES_REPS.SALES_REP_ID = CUSTOMER_SALES_TEAMS.SALES_REP_ID INNER JOIN
CUSTOMERS ON CUSTOMERS.CUSTOMER_ID = CUSTOMER_SALES_TEAMS.CUSTOMER_ID WHERE CUSTOMERS.CUSTOMER_ID = '<internal id>';

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