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How to create Customer Dynamic Group based on related child records?

edited Jan 3, 2020 1:26AM in Search / Reporting 7 comments

Greetings!

Any help with the following would be greatly appreciated...

We have two custom records in our NS account called Installation and Node.

A Customer record is the parent for Installation and that is a parent of Node. Essentially, a 1:N between Customer and Installation and a 1:N between Installation and Node.

Is it possible to create a Customer Dynamic Group containing all Customer records that are (indirectly) associated with one or more Nodes that meet certain criteria (i.e. Customer.Installation.Node.version = "1")?

We need such groups to generate mail merges to subsets of our customer base depending on which "node" versions they have.

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