Thursday, December 20, 2018

Create a Message Search to display all Contacts who received an email from a specific Sales Rep within a period of time

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Select any search type.
2. Change the Search Type on the URL.
- For instance, a user can choose Customer as the search type. In the address bar, locate searchtype=Customer&rectype and replace the word Customer with Message
3. Press Enter.  This opens the Saved Message Search page.
4. In the Criteria tab, add the following fields:

Author is (name of the sales rep)
Recipient fields...Entity Type: any of Contact. Click Set.

5. Click Preview or Save & Run.

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