Sponsor Tracking: Ability to report on customers who DO NOT have Sponsors identified
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It would be great to be able to report on customers who do not have anybody identified (pending or actually tracked) in Sponsor Tracking. It's a risk if we don't have relationships tracked at this level so it would be great to be able to report on customers who do not have records in this object.
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One work-around that can be implemented today is to create a custom field on the Contact object, and then have the Rules Engine update the status from our Sponsor Tracking object. Contacts who don't have a record in this object will have null values in the field, which you can report on.
Rule extracts all the Contacts and their respective Status:
Then updates the Contact object: