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Wise Guy
Picture of Mike Guilbault
Posted
I'm trying to create a Smart List that includes the main contact of an organization, but none of the employees. I can't seem to find a way to narrow this down. Any ideas?
 
Posts: 389 | Location: Barrie, Canada | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Veteran
Picture of Howard
Posted Hide Post
How is it that you are designating the main contact?


Regards,

Howard
 
Posts: 907 | Registered: June 18, 2006Reply With QuoteEdit or Delete MessageReport This Post
Wise Guy
Picture of Mike Guilbault
Posted Hide Post
The main contact's Role is 'Contact' and the others are 'Employees'. I want to select by Role, but I can't find it in the Smart List field options, either under Contact or Organization.
 
Posts: 389 | Location: Barrie, Canada | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Veteran
Picture of Howard
Posted Hide Post
I'm afraid you've discovered another field that is not available to smart lists. I think you should officially ask for it as a wish for a future update.

In the meantime you can always use another method to designate the Main contact that does work with Smart Lists. Here's how I would do it:

In the Contact List View, add the Role column. Now do a sort on Role. You should now have all your contacts that have the Role:Contact together in the list and you should be able to easily select all of your "main contacts" in the list. Now do a bulk-edit on all of these and add the keyword "Main" (create a new keyword "Main" first) to all of these.

Now you can create a smart list based on the Keyword "main".

Sorry, it's the best I could think of, but it should do.


Regards,

Howard
 
Posts: 907 | Registered: June 18, 2006Reply With QuoteEdit or Delete MessageReport This Post
Wise Guy
Picture of Mike Guilbault
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Thanks Howard - that will work. I'll also put in a request for Role as a criteria.
 
Posts: 389 | Location: Barrie, Canada | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
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