Sunday, February 24, 2019

Saved Search to Pull Up Contacts with the Same Email Address as the Customer

To create a saved search which will pull up contacts with the same email address as the customer, user may do the following:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click Customer.

3. Enter a Search Title.

4. In the Criteria tab > Standard subtab, add the filter:


where formula : case when {email}={} then 1 else 0 end

Description : equal to

Value : 1

5. In the Results tab > Columns subtab, add or remove fields depending on the information user would like to see in the report. Please include the following:



-Contact Fields...Name

-Contact Fields...Email

6. Click Preview or Save & Run the search. 

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