Hi all,

anyone know how I can use advanced find to search fo all contacts who are
"Primary contacts" ?

I want to do a mail merge to these contacts - but if I mail merge to the
Accounts, I dont have seperate fields for first/last name.

Thanks

Ian

Hi Ian,

In the advanced find view in the select dropdown select Related -> Accounts
(Primary Contact). This will link the contact entity to the account entity
using the primary contact field.

This will return all contacts that are a primary contact on any account.

HTH,

--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog

"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--

"Ian Kelsall" <ian.kelsall@crmnews.com> wrote in message
news:eCyBinDWIHA.536@TK2MSFTNGP06.phx.gbl...

Hi jeffry,

thanks for the input.

Do you mean select that property but leave the supplimentary box thats
displayed blank ?

I didnt realise this would work - I thought that was just a means to select
further fields from a related item.

Thanks

Ian

I
"Jeffry van de Vuurst" <reply.to@newsgroup> wrote in message
news:5C16E5A6-6EEE-471D-847D-91C6FFEC8FEE@microsoft.com...

Yep, just select that property. It's not meant to select fields from a
related item, it's for filtering on fields of a related item.

If you're familiar with the SQL language, this is a JOIN.

--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog

"CWR Mobile CRM, the mobile client for CRM 3 and 4!"
--

"Ian Kelsall" <ian.kelsall@crmnews.com> wrote in message
news:OzZRxnEWIHA.4932@TK2MSFTNGP05.phx.gbl...

Excellent..

many thanks for your assistance.

Ian

"Jeffry van de Vuurst" <reply.to@newsgroup> wrote in message
news:838750F0-5501-49DA-B1A3-C938C33DDB53@microsoft.com...