Hi,
I am trying to identify all contacts in our CRM who are based in Australia or New Zealand and are in a particular sector. However, using Advanced Find for accounts I can only seem to extract all accounts in that sector but no contacts (only the primary contact), while when searching for contacts I can't find contacts who are affiliated to an account in a specific sector.
Can anybody help?
Thank you,
Joe.
Hi Joe,
Your situation seems to be especific to your enviroment, neverthess I would advise to verify the relashionShip model between the entities, and verify if both of the 3 entities are searchable
Aditionally, you migth consider to add one extra layer in your filter critiria to assure the view looks for the respective coutries of your sector
Thank you, Fabio.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
MVP-Daniyal Khaleel 125
Tom_Gioielli 101 Super User 2025 Season 2
Erin Lubben 57
