One view of a customer's email standing and Business Central account

**Objective:** Give a single view of `{email-address}`: their Constant Contact subscription and engagement, and their Business Central customer account and recent sales, looking back `{lookback-days}` days (default 90).

**Step 1: Constant Contact**

Call `constant-contact-get-contact` with `email-address` set to `{email-address}`. Keep `contact-id`, name, `company-name`, `permission-to-send` and `tags`. Then call `constant-contact-get-contact-list-member` with `email-address` for list memberships, and `constant-contact-get-contact-activity` with `email-address` and `created-date.from` set to `{lookback-days}` days ago (default 90). Also call `constant-contact-get-campaign-bounce` and `constant-contact-get-campaign-unsubscribe` with `email-address`.

If no contact is found, say the person is not in Constant Contact and continue to Step 2.

**Step 2: Business Central**

Call `business-central-get-customer` with `email` set to `{email-address}`. If no customer comes back, call `business-central-get-contact` with `email` and report the contact if found. If neither matches, report that the person is not in Business Central.

For a matched customer, call `business-central-get-sales-transaction` with `sell-to-customer-number` set to the `customer-number` for open documents, and `business-central-get-posted-sales-invoice` with `sell-to-customer-number` and `posting-date.from` set to `{lookback-days}` days ago.

**Step 3: Report**

* **Marketing (Constant Contact):** permission to send, lists, tags, activity counts by `activity-type`, last activity date, any bounce (with `bounce-type`) or unsubscribe (with `reason`).
* **Account (Business Central):** customer number and name, salesperson, `balance`, `balance-due`, `outstanding-orders`, open sales documents (number, type, status, amount), posted invoices in the window (count and total).
* **Flags:** call out an unsubscribe or bounce on an active customer, a balance due on a contact who cannot be emailed, and a company name that differs between the two systems.

**Rules & Guidelines:**

* Tools whose names start with constant-contact are on the constant-contact server; tools whose names start with business-central are on the business-central server.
* Read-only. Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact-note`, `business-central-update-customer` or any other create, update or add tool.
* Pass `company` to Business Central tools only if the user names a company.

**Validation:**

* If the email is not found in either system, say so and stop.
* If Business Central returns several customers for the email, list them all and report each account separately.