For internal contacts the name is typically [Company name] Finance Team, or [Client Name] [ Company Name]
Currently using a Contacts and Accounts report, with filter logic using for:
First Name not equal to [company],Finance Team
AND Last Name not equal to [company]
AND Status equals Onboarding,Active
AND Email does not contain @[companyemail].com
Right now the report just creates a list of all contacts that aren't internal contacts. Does anybody have to refine it to exclude accounts with an internal contact at all? Thanks so much!
2 个回答
Maddy , you can easily do this using a cross filter. (Provided you are on Enterpise Edition or above)
1. Create a plain Accounts report.
2. Set the field filters as required.
3. Add a Cross Filter like this:
