Query on Is Contact? checkbox

A user would like to be able to query on the Is Contact? field to be able to export only specific contacts.

  • Jennifer Sorkin
  • Apr 17 2014
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  • Guest commented
    March 18, 2016 01:26

    There are two different things you are discussing here - query and export. Query will allow you to select records where there is a certain contact type, and export will allow you to export only that contact type.

    I might be misunderstanding though - I think your user might want to output only specific contacts in query? Query can still do this for you. If your criteria includes 'Contact type = Primary", and then you select Contact Name in your output, you will only see records that have a contact type of "Primary" and the Primary Contact's name.