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Customer Saved Search question

edited Nov 22, 2019 10:26AM in CRM 2 comments

Hi, sorry if this is posted in the wrong place!

We need to email a set of customers to inform them of a change of delivery date, and want to create a CSV we can mail merge the information from (in a 3rd party email system: Mailchimp).

The fields we need are:

Customer Name
Customer Email
Product ordered
Customer Order Number

So far we have got our saved search finding the correct customers in the correct date range, but we cannot seem to get the results to display the name of the item they have ordered.

We have tried using just about every iteration of the field we want to display in the results tab (for us the Product name is called

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