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 By: Contact: 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
No comments:
Post a Comment