I have a feeling there's an embarassingly simple way to do this, or at least I hope there is!
I often need to send email announcements to all executives in our contact database within a certain region, then I select the contacts from Reports when I do an email campaign. For instance, to send an email to all CEOs, Presidents, and VPs in New England in our database.
The way I'm doing this now is by creating multiple Contact Reports, For instance:
- Report #1: CEOs in MA
- Report #2: Presidents in MA
- Report #3: VPs in NH
- etc. etc.
It gets more complicated because we distiguish between contacts and customers (with a custom field). Which creates another combination of reports.
So doing one email announcement means I'm creating a dozen reports, which is cumbersome to say the least. If you select more than one filter in a report, it treats it as an AND. So if I choose PrimaryAddressPostCode=MA, then create another filter PrimaryAddressPostCode=NH, I will get nothing, since no Contacts are in both MA and NH
Is there a way to create a report where I can query all the contacts that are, for example, both CEOs and Presidents, in NH or MA, etc.?
Thanks!
Matt


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