Tuesday, December 29, 2009

MSCRM: Finding All Primary Contacts

A client asked: How do I get a list of all Primary Contacts to prepare a mailing?

Below is an Advanced Find setup to find and list all the Accounts' Primary Contacts:

* Click New > select Look for: Contacts
* Click Select > Accounts (Primary Contact)
* Click Select > Primary Contact > Contains Data

Save the Advanced Find and then click Query. It should list all Primary Contacts associated with Accounts.

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