Email list for Org contacts

Cathy Spencer

I am struggling to create a query of organization contact (Secretary) emails to use in Online Express. I want it to be able to update yearly as new contacts rotate on and old ones rotate off.

Your help is much appreciated. Thank you!

Kristin White

Cathy Spencer:

I am struggling to create a query of organization contact (Secretary) emails to use in Online Express. I want it to be able to update yearly as new contacts rotate on and old ones rotate off.

Your help is much appreciated. Thank you!

Had the same question.  I could not get reliable lists when I tried to query on contacts. Was advised to create records for the contacts and then give them an attribute to pull into a query for emails. Now I have a records for High Schools and records for Principals of High Schools. Principals have an attribute that I query on for my email list. Kind of tedious but I trust that recipients are getting their emails. If there is an easier way, I am interested too.

Mary Boechat

Cathy Spencer:

I am struggling to create a query of organization contact (Secretary) emails to use in Online Express. I want it to be able to update yearly as new contacts rotate on and old ones rotate off.

Your help is much appreciated. Thank you!

OLX will email to organization contacts, but it requires jury-rigging the records a bit. We created a Relationship type on the Contact record (in your case, Secretary) and marked the checkbox under List Options in OLX to include that relationship type. I've attached screenshots.