Saturday, April 13, 2019

Saved Search finding Contacts not set as the Primary Contact for company

The Saved search which would provide an ability to find the contact records which have not set the contact role as the Primary Contact for company. By using this saved search the user is able to see which contact records are working under the other contact roles (e.g. Consultant, Operations) for the specific companies.

1. As the Administrator navigate to the Lists > Search > Saved Searches > New.

2. Select the type of saved search as "Contact" .

3. On the Criteria subtab > Standard sublist > select the Filter to "Role" with the Description "is not Primary Contact" ("none of" and highlight the "Primary Contact").

4. Click the Preview or Save & Run button.

No comments:

Post a Comment