RE: Contact Emails based on role to customer record ONLY

I need a way to concatenate contact email addresses based on their role to the customer record. Right now, it will pull a contact email if they have the required role, but for a different customer record.
I have built a summary saved search to push the emails to the customer record, so we can utilize them for automated billing/shipping emails, but I can’t find a way to limit or expand the contact emails to JUST THE ROLE for the CUSTOMER RECORD.Example: I need emails for all contacts witht he Billing Contact role. Contact 1 and 2 are attached to Customer A. Contact 1 is Billing contact role and Contact 2 is Shipping contact role. BUT Contact 2 is Billing email for Customer B. With this scenario, both Contact 1 and 2’s email will show in the Billing Email Concatenated field for Customer A, since Contact B has a role of Billing contact, just not with Customer A.

JessicaBickis Rookie Asked on November 8, 2021 in Saved Searches.
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2 Answers


Could you please share some screenshots of your saved search?



Intermediate Answered on November 10, 2021.
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