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We are having REAL trouble exporting contacts information from a subset of accounts in our system.
What we need is to export all names, emails and mobile phones for contacts associated with those accounts that meet certain search criteria.
To accomplish this, we are running two independent searches:
1) when running a report at ACCOUNT level, we are able to locate the accounts that we are looking for. however, this account-level search does not include email / mobile numbers for all of the CONTACTS that are associated with these accounts.
2) when running a report at CONTACT level, we are not able to tell the system to only export contacts that belong for the accounts that we located using the search in 1) above.
Is there any way to combine both the ACCOUNT and the CONTACT level searches into one search?
How can we export this information from the CRM?
This should be very simple. If you're able to pull 2 reports from accounts and contacts then you should be able to do it all in contacts.
Just create a view in Contacts and in the field selection scroll all the way down until you hit "Related" in bold letters. Anything under related are entities related to the contact. In the case of contacts what links them to accounts is a field called Company name which is a lookup field to accounts. You will need to select Company Name (account), which will then allow you to access all the fields on the account entity linked to the contact. You can then use the account fields to continue with your filter.
Build a dynamic account marketing list (acct criteria)
Build a view of contacts whose accounts are in the marketing list
I take it that you are looking for the Accounts and Contact columns on the one report combined. If you are not worried about importing this information back, you can create a report with primary record type; Contacts and related record type Accounts.
Then create the report criteria needed, when you come to the columns section you will be given both choices of Contacts and Accounts to merge in the one table. You can then save this in excel word etc.
hope this is of some help
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