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Saved Search for all contacts who have purchased...
I'm trying to create a saved search for all people (who have purchased from us) within the last business week. The following pic
shows my search criteria on a company client search. This does bring up all the company clients who have made sales orders. But I want to email the contacts who purchased. When I apply the same search criteria in a Contact search I get no results.
I have tried adding the criteria is/individual to Company Client search which yields no results.
We do make sure that all jobs that are created in NS (which are turned into sales orders) have the contact persons details.
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