Create a Saved Customer Search that lists Customers with No Primary Contact

To create the search, perform the following steps:

 

1. Navigate to Lists > Search > Saved Searches > New.

2. Click Customer.

3. Enter a Search Title.

4. In the Criteria tab, enter the following:

 

Contact (Primary) fields… : Name/ID is empty

Is Individual is false

 

5. In the Results tab > Columns subtab, add the following:

 

Internal ID

Name

Contact : Role

Contact : Name

Contact : Email

Primary Contact

 

6. Click Save & Run

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