I work at a recruitment company and often contacts are responsible for several companies/locations. (Accounts)
The problem is that when I create a listview in contacts using filters I can only filtert based on the (main) account. The companies that the contact is also in a relationship with are not included when I make the view.
We first came up with the idea to make a list in reports based on relationships, but then you can't send a list e-mail. (so far i know)
Does anyone have an idea how I could email everyone in relation to certain accounts?
3 个回答
You can use a soql query in developer console or workbench for this-:
you need to query on AccountContactRelation object
let me know if you have more questions