Hello! I need a way to concatenate contact email addresses based on their role to the customer record. Right now, it will pull a contact email if they have the required role, but for a different customer record. I have built a summary saved search to push the emails to the customer record, so we can utilize them for automated billing/shipping emails, but I can't find a way to limit or expand the contact emails to JUST THE ROLE for the CUSTOMER RECORD. Example: I need emails for all contacts witht he Billing Contact role. Contact 1 and 2 are attached to Customer A. Contact 1 is Billing contact role and Contact 2 is Shipping contact role. BUT Contact 2 is Billing email for Customer B. With this scenario, both Contact 1 and 2's email will show in the Billing Email Concatenated field for Customer A, since Contact B has a role of Billing contact, just not with Customer A.

I would not use a saved search to populate the field as it is dynamic and most often will not be available for use in additional reports or scripting. I would create a custom list/record field type: contact. Dynamic default based formula: CASE WHEN {contact.role} = ‘Billing Contact’ THEN {contact.email} END