Create a Saved Customer Search that lists Customers with No Primary Contact

To create the search, perform the following steps:

 

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3. Enter a Search Title.
4. In the Criteria tab, enter the following:

 

Contact (Primary) fields... : Name/ID is empty
Is Individual is false

 

5. In the Results tab > Columns subtab, add the following:

 

Internal ID
Name
Contact : Role
Contact : Name
Contact : Email
Primary Contact

 

6. Click Save & Run.