Hello,
We are having REAL trouble exporting contacts information from a subset of accounts in our system.
What we need is to export all names, emails and mobile phones for contacts associated with those accounts that meet certain search criteria.
To accomplish this, we are running two independent searches:
1) when running a report at ACCOUNT level, we are able to locate the accounts that we are looking for. however, this account-level search does not include email / mobile numbers for all of the CONTACTS that are associated with these accounts.
2) when running a report at CONTACT level, we are not able to tell the system to only export contacts that belong for the accounts that we located using the search in 1) above.
Is there any way to combine both the ACCOUNT and the CONTACT level searches into one search?
How can we export this information from the CRM?
thank you