Monday, November 12, 2018

Search All Email IDs for All Active/Inactive Entities

A user would like to do a search & pick all Email IDs even if they are inactive or lost customers, contacts, etc.

Resolution/Alternate Solution:
1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Choose Search Type = Entity.

3. Under the Criteria tab > Standard subtab, add the following filter:
- Email = is not empty

4. On the Results tab, set the following fields under the Columns subtab:
- ID or Internal ID

- Name
- Email

- Primary Type (Deprecated) - contact, employee, customer, partner, group, vendor
- Inactive (yes or no)


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