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Create Customer saved search including Contacts and each Contact's customer center role
I am trying to Create a Saved Search of Customers and their Contacts and include each Contact's Customer Center Access Role found at Customer>System Information>Access> each Contact Customer Center Role. but having trouble getting to it from either the Customer Record or Contact record. I tried a direct selection of a variety of "Role" fields and I tried a couple Formula (Text) with the field names below, but can't get there.
contactroles - Contacts
| Internal ID | Type | Label | Required | Help |
|---|---|---|---|---|
| contact | select | Contact | false | |
| false | ||||
| giveaccess | checkbox | Access | false | |
| passwordconfirm | password | Confirm Password | false | |
| role |
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