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Search for Contacts that have company in relationships but not in primary information

edited Jan 3, 2020 12:55AM in Search / Reporting

Hi there

I have some contacts that have more than one company (customer) attached under relationships.

How can I search for all contacts that have a particular company attached, but in some cases the company is only attached under relationships and is not the company noted in the primary information for the contact.

If I go to the customer page, then all the relevant contacts are listed, which is good.  But I want to be able to create a search that gives me this listing.

eg
Contact: Mr X has in primary information company = Company A, and his relationship section has Company A and Company B.

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