Sunday, February 24, 2019

Create a Saved Search to show all the Companies that the Employees are linked to as a Contact


Setup > Company > General Preferences: Show Employees as Contacts = T

The Saved Search below displays Employees linked to Customers (Company) as Contacts:

1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer as Search Type.
3. Enter value for Search Title (e.g. Employees linked to Companies).
4. Under Criteria tab > Standard subtab > scroll down below to see the Joined Fields then select the filter Contact Fields...
5. For Contact Filter, select Email then select Contains then enter in the empty box.
Once completed, the Standard filter should look like

Filter column = Contact: Email
Description column = contains

6. Click Results tab.
7. Under Columns sub tab, click Remove All button.
8. Add the following:

  • Contact fields ... > In the Contact Field dropdown select Name
  • Contact fields ... > In the Contact Field dropdown select Email
  • Company Name

9. Click Save and Run.

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