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any way to select contacts without cases? RRS feed

  • Question


  • Hello - I'd like to be able to identify contacts without cases. Is there a way to do this through an Advanced Find query?  I wasn't able to figure out how to do that through the Advanced Find view?
    Wednesday, July 24, 2013 5:45 PM

Answers

  • You can't do this type of query through advanced find (parent not having a specific child).

    With accounts and contact you can do ti with a marketing list.

    1. Create a static marketing list of contacts
    2. Use advanced find to add members - add all contacts
    3. Use advanced find to remove members: Query -> just choose Cases (Customer) under the related section and nothing else - this will bring up the list of contacts WITH cases
    4. Remove all these results from the list
    The resulting list should be contacts with no cases

    Jason Lattimer
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    Wednesday, July 24, 2013 6:08 PM
    Moderator