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Quick Mail Preferences Question

New Member
Posts: 3
Country: United States

Quick Mail Preferences Question

I have a long list of companies that I must contact.

Some have websites where i can contact them

Others have e-mail

Others are snail mail.

 

Is there a way to identify a Contact as either web only, email only or letter only?

 

Thanks

Employee
Posts: 1,163
Country: USA

Re: Quick Mail Preferences Question

You could do an advanced lookup for contacts where email field does not contain data and website does not contain data. So it'd only return results for contacts that have neither; removing one or the other criteria to get the other desired results. 

 

Additionally, adding yes/no fields to indicate this specific conditions could simplify the lookup, but create additional data entry work.

Matthew Wood
Act! SDK Support
Community Moderator