Emailing Contacts based upon Account criteria
I need to be able to email certain contacts. However the sorting and criteria is based upon fields in the accounts module - not contacts.
Example: We use Factory Representatives to sell our product. On the account page it has fields called:
Account Type = Factory Representative
Status = Active
There are many contacts that belong to the above account and those are who I need to email. These fields do not appear on the contacts pages since Account is the one that determines the "Type" and "Status".
I need to be able to send mass emails to all the contacts under a current account and the account tells me which ones to select.
I do not wish to have to create those fields on every contact as that would very time consuming and a big burden to keep all of them in sync.
Any ideas or am I completely missing a feature here?
Thanks