Filtering in Accounts AND Contacts

C

cs_johnson

How can I select certain Account criteria AND certain Contact criteria in
BCM? For example, I want to select only Accounts where Account field Source
= "Trade Show" AND Contact user defined field Position = "Engineer". In
other words to send a mailer to only engineers of companies that attended a
trade show. Every filter I have found only lets me select either on Accounts
or on Contacts, but not both.
 
L

Luther

How can I select certain Account criteria AND certain Contact criteria in
BCM?  For example, I want to select only Accounts  where Account field Source
= "Trade Show" AND Contact user defined field Position = "Engineer".  In
other words to send a mailer to only engineers of companies that attendeda
trade show.  Every filter I have found only lets me select either on Accounts
or on Contacts, but not both.

Each folder holds entities of just a single type. That's pretty much
baked into the design of regular Outlook folders, and also applies to
add-ins like BCM. However, you might be able to do what you want by
creating a Search Folder.
 

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