Need to filter fields in Accounts to control mass emails / mass updates and more
Here are a couple of examples:
1. I want to have a 'last sold' picklist and date in Accounts Module, and use those fields in a filter that I create my mass email contact list with.
(I don't want to have the 'last sold' fields in the Contact Modules, since many Accounts (Companies) have more than one contact, and I always want a quick review of the Account to know what they've been ordering.)
2. In my data migration to get started, my 'account type' field that I have, resides in Accounts module.
- now I want to mass email contacts based on that Account module field.
I know, I'm new. But can this be done in a simple way? I though I had figured out earlier how to have both Account and Contact fields in a filtered view, but can't see know how to do it.
Thanks,
-Paul