Hello,
How can I extract a list of contacts with the Account Name, Contact Name and Contact Email with the criteria to filter by:
- Only accounts with specific Product.
- Contacts with email
- Contacts that are Portal User.
I was able to almost get that using the Analytics > Custom Report, however, the reports always default to an Standard Criteria which is a date, that for my purpose date is irrelevant.
I tried a Custom View in the Contact, and it did not work as well because I cannot filter the Account Product.
Has anyone had that issue before? If so, how have you done?