Advanced find for all contact e-mail addresses for a group of accounts

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Posted on by Community Member

Hi there!

I'm a new user and am having some trouble with advanced find functions/queries.

I am trying to gather e-mail addresses for contacts that we have related to a specific group of accounts in our CRM, consisting of all active accounts we have where the account company uses a specific IT system (the applicant tracking system was a custom field that we created for all accounts).

So far, I have successfully run an advanced find for all active accounts that match our custom field (aka use the specific IT system that I'm looking for). I am having trouble figuring out how to then pull in e-mail addresses for all contacts that we have on record for those companies that meet my search criteria. I have already tried to edit the columns and have inserted the e-mail field related to both the account and contact, but the information does not populate, which leads me to believe I'm missing something.

Ultimately, once I have this list, I'd like to add all of the e-mail addresses that come from the search results to a marketing list. Any thoughts on how to do this easily as well would be appreciated!

Thank you!

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ScottDurow 21 on at

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Hi,

The key is that you need to start from the contact rather than the account. Once you start from the contact you can then filter based on the parent account details. You can then include both the email of the contact and then the related account email.

Here is a good infographic to follow crm.fueledbysleep.com/.../getting-started-with-advanced-find

Hope this helps

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ManirajKV 1,477 on at

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Hi ,

As Scott suggested, go through the link for understanding for Advanced find works.

Solution for your Query:

In advanced find, choose the LookFor as contact and Add Company name (aka Parent account) as filter and then choose status equal active.

Please refer below screenshot for the same:

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Community Member on at

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Hi Scott,

The infographic was a great learning tool. Thanks for sharing! I was able to find the information I needed.

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Community Member on at

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Hi Maniraj,

Thanks for your help! The screenshot was also helpful as Dynamics presents an option for company name as well as company name (account) so using the company name (account) helped find the information that I was looking for.

Thanks, all!

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