Friday, December 14, 2018

Create a search to show all customers and their contact email

1. Navigate to Reports > Saved Searches > All Saved Searches > New

 

2. Choose Entity as the Search Type

 

3. Enter preferred search title

 

4. Under Criteria tab > Standard subtab > add the following filters:

 

   Entity Type = Customer and Contact

 

   Email = Is not Empty

 

5. Under Results tab > Columns subtab > Remove and add fields you want to see on the list

 

6. Click Save & Run button and verify the search result

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