Friday, May 24, 2019

Customer Saved Search to show Contact Name, Email and Phone Number filtered by specific Role.

1. Navigate to Lists > Search > Saved Searches > New

2. Select Customer

3. On the Criteria tab > Standard sub tab : Add the field

--Contact fields : Select Role : is < Select Specific Role> eg. Primary Contact, Decision Maker

4. On the Results tab > Columns sub tab: Add the Fields

---Contact fields : Select Name > Summary Type:  Group
---Contact fields : Select Email > Summary Type:  Group
---Contact fields : Select Phone > Summary Type:  Group

Sort ByContact: Name

5. On the Available Filters tab : Add the field

---Contact fields : Role > Set Show in Filter = True

6.  Rename Search Title

7.  Click Save & Run


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