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Where There’s a Will, There’s a Way

Selecting all the Contacts, Opportunities, Partners, or Customer Service cases from a group of contacts.

Usually, when I look at my Address Book, I like looking at the names of companies only. To see the contacts associated with the company, I look at the contacts following window. In some circumstances, I need to find contacts within companies and display them in the main Address Book window.  For example, this would be useful if I want to send a Christmas card to all the contacts from a specific couple of companies, or after I do a search on a company specific user-defined field and I want to select all the contacts from the results.

To do this, do your search and select all the company's from which you want to select the contacts from.

Then go to search, Retrieve Contacts.

This area of the search menu is pretty handy. You can search for Contacts, Opportunities, Partners, and Customer Service cases associated with the companies that you have selected in the Address Book window. Now this is not very useful if you only have one entry that is selected in the Address book because you can get the same information from the following windows. Where this becomes really useful is if you have multiple entries selected.  You can get some valuable metrics just by looking at all the Opportunities, Partners, or Customer Service cases associated with specific companies.  For example, you can see what kind of Customer Service cases are created for all companies in the East region or you can see what kind of Opportunities are present for Companies who only deal in a specific type of Wine.

 

Only published comments... Mar 10 2009, 10:48 AM by Will Leung

Comments

 

CStiven said:

column set up with a company view and the contact view, when I go to add a new field contacts are not included?  I want my column set up to have the following flelds company, address, phone, email and contact name.  Any help would be great. thanks

April 22, 2009 9:29 AM
 

Will Leung said:

If you have a column setup with Company, Address, Phone, Email, and First name and Last name,  verify that you have searched for all companies, contacts, and individuals when building your address book list. This will pull up a list of all companies and their contacts, in the main Address Book window. If you search for just companies, then the first and last name fields will be blank because companies don't have first and last names. If you select any of these companies, though, the list of contacts should appear in the contacts following window (the window at the bottom left, with the contacts tab selected).

April 24, 2009 9:26 AM

About Will Leung

Will is a technical communications specialist at Maximizer Software. 'Where There's a Will, There's A Way' gives Maximizer CRM users helpful insider tips for getting the biggest benefits from Maximizer's CRM and mobile CRM solutions. Read more about Maximizer CRM at www.maximizer.com.