We regularly need to be able to send emails based on fields we can access from Contact. We aren't able to do bulk emails from reports. This means we can't query based on related fields and thus being able to do things like pull out who is in TSiM or to get both the parent AND the client is not possible w/ the listview filters. We have to manually check each name by scrolling through the list.
An easy workaround that would be really helpful is to add a multivalue picklist "emailInclusion" or something like that.
We could then add values like
"seattleClientMeetups" or "TSiM" etc so we can do group mailings.
We regularly need to be able to send emails based on fields we can access from Contact. We aren't able to do bulk emails from reports. This means we can't query based on related fields and thus being able to do things like pull out who is in TSiM or to get both the parent AND the client is not possible w/ the listview filters. We have to manually check each name by scrolling through the list.
An easy workaround that would be really helpful is to add a multivalue picklist "emailInclusion" or something like that. We could then add values like
"seattleClientMeetups" or "TSiM" etc so we can do group mailings.