Hello,
I am a bit stuck on my CRM setup... let me explain
I want to send emails ("mass mailing") to some contacts of specific customers.
-> I want to create a list across two modules (contacts and accounts), but it seems that this is not possible.
all contacts from accounts with account-field industrie = medical
or:
contacts where field department = marketing from accounts with account-field industrie = bank
I can do this with a report, but from this I cant use mailing...
So:
1. is there a way to to this anyway?
2. for the future, do I really need also save account(company)specific attributs in contacts?
3. how can I move field from company to contacts in a mass action?
Thanks for helping me out of this
brendan