Filter Customer records based on certain Account field

Hello, not sure of my previous post got deleted. We need to be able to for example send emails to Contacts whose Accounts match a certain condition. For example, all Contacts based in Miami, or that have a certain type of equipment. Keep in mind that those fields that we need to filter by are not under Contacts but under their related Account records. Is this possible? It is not possible with other CRM programs. Zoho in particular.

This is a big deal for us and I imagine that is the same for lots of people. A possible workaround would be to at least being able to duplicate or sync. fields from Accounts into Contacts.

Help please. Dead in the water…

I’m not sure but I think you could do this in a roundabout way.

  1. Create a report for the conditions you want to check.
  2. Have that report add the results to a target list.
  3. Email the target list.

I’m pretty sure all of these are possible, so as a combination should meet your goals.

sieberta

Makes sense. Ill try it. Thanks!!