Friday, December 14, 2018

Create a search to show all customers and their contact email

1. Navigate to Reports > Saved Searches > All Saved Searches > New


2. Choose Entity as the Search Type


3. Enter preferred search title


4. Under Criteria tab > Standard subtab > add the following filters:


   Entity Type = Customer and Contact


   Email = Is not Empty


5. Under Results tab > Columns subtab > Remove and add fields you want to see on the list


6. Click Save & Run button and verify the search result

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