Add Contact Types to OLX messaging

The ability to choose which Org Contacts to include in Mail has been a terrific feature. I use Quick Mail all the time to  create exports of mailing data for individuals and selected org contacts in one Export. This same ability to select Contact types is needed for E-mail Messaging in OLX. Choosing to send to select Relationships is not a good substitute for choosing select Contacts. 

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  • Jul 27 2017
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  • Susan Swann commented
    December 16, 2019 21:58

    Having just finished cleaning up all the specific contacts at the companies I want to send to, identified by Contact Type, I now find that I cannot send to specific individuals at the company, just ALL employees.
    This is useless. 
    I now have to create a temporary relationship type to create the send file with, and hope the heck it works.

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  • Rosie Kirton commented
    October 23, 2019 13:14

    I'm having the same difficulty. I recently discovered that Organization contact types are not extracted. Only relationship contact types. I recently had to go into all of my Organization records and add a relationship contact type to each one in order for their email to work in OLX.

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