Advanced Find - need All Contacts linked to Accounts that match a condition RRS feed

  • Question

  • We are using Dynamics CRM 2013 hosted online.

    I want to use Advanced Find to lookup all the Contacts who are related to all the Accounts which have a custom checkbox ticked.

    However, the only option I have is to select the Primary Contacts related to the Accounts, not all the Contacts. As per screenshot below.

    How can I select All the Contacts related to the Accounts? Or is that not possible?

    Monday, April 7, 2014 7:07 AM


  • Hi all,

    I found the solution to the problem. You need to select "Company Name (Account)" in the dropdown, instead of "Account (Primary Contact)".

    Hopefully that helps anyone who was having the same question that I had

    • Marked as answer by David Aston Monday, April 7, 2014 7:51 AM
    • Edited by David Aston Monday, April 7, 2014 7:52 AM
    Monday, April 7, 2014 7:51 AM