Tuesday, April 30, 2019

Create a Saved Customer Search that lists Customers with No Primary Contact

To create the search, perform the following steps:


1. Navigate to Lists > Search > Saved Searches > New.
2. Click Customer.
3. Enter a Search Title.
4. In the Criteria tab, enter the following:


Contact (Primary) fields... : Name/ID is empty
Is Individual is false


5. In the Results tab > Columns subtab, add the following:


Internal ID
Contact : Role
Contact : Name
Contact : Email
Primary Contact


6. Click Save & Run.


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