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Thread: related account type lookup in contact record

  1. #1
    Sunnsky is offline Member
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    Default related account type lookup in contact record

    We have two types of accounts; Customers and Advisers. We'd like to e-mail campaign to the contacts based upon their account type and want to figure out the best approach.

    It seems like a pretty good solution for getting contacts, would be to create a report that pulls contacts based upon their associated accounts type, and then sending the e-mail campaign to the contacts for that report.

    Is it possible to add a lookup field to a contact layout, that looks up the account type of a contacts associated account?

    Or perhaps there's a better way?

  2. #2
    Sunnsky is offline Member
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    Default Re: related account type lookup in contact record

    Well we did find that it was simple to do with reports. 2 simple filters id all it took. Any other approaches?

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