adding primary contacts to a contact list RRS feed

  • Question

  • I have built a contact list for a campaign via advanced find..... but can't seem to add in primary contacts to this list? is this possible? any help, much appreciated!

    Wednesday, January 12, 2011 5:59 PM


  • Hi Sarah

    In Avanced Find, set Look for: to Contacts

    Click on Select and scroll down until you see the heading Related

    You should see Accounts (Primary Contact) - select this.  NOTE: You may have renamed this entity in your application

    Your query will now list your contacts that are Primary Contacts in the Accounts Entity


    Peter McMahon
    • Proposed as answer by Peter T100 Thursday, January 13, 2011 4:06 PM
    • Marked as answer by Donna EdwardsMVP Friday, January 21, 2011 1:06 AM
    Thursday, January 13, 2011 4:06 PM