Monday, May 13, 2019

Saved Search To Display Contacts Associated to At Least One Company/Customer

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

2. Select Contact and provide a search title.
 
3. Under Criteria tab, add this filter:
 
Customer Fields...: Internal ID none of -None-

4. Under Results tab, add the desired fields.
 
5. Click Save & Run.

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